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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $4,025 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,821 | $52,967+277.3% | $172,753+15.7% | $65,186+206.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 21.68% | 30.12%-8.4pp | 803.00%-781.3pp | 29.39%-7.7pp |
| Employer contribution / active EE | $7,389 | $2,190+237.4% | $5,144+43.6% | $2,177+239.4% |
| Participant deferral / active EE | $5,574 | $2,471+125.6% | $5,198+7.2% | $3,514+58.6% |
| Admin fee / account holder | $22 | $472-95.4% | $13,956-99.8% | $847-97.4% |