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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $5,499 |
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 | $230,212 | $58,895+290.9% | $178,503+29.0% | $73,497+213.2% |
| Participation rate | 94.3% | 66.2%+28.1pp | 81.9%+12.4pp | 70.7%+23.7pp |
| Annual return | 11.64% | 24.86%-13.2pp | 151.12%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $7,579 | $2,236+239.0% | $5,011+51.2% | $2,270+233.9% |
| Participant deferral / active EE | $5,556 | $2,567+116.5% | $5,202+6.8% | $3,740+48.6% |
| Admin fee / account holder | $30 | $400-92.5% | $13,987-99.8% | $513-94.1% |