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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC3 years Service code 15 · EIN 82-4086794 | Recordkeeping | $6,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,128 | $61,166+341.6% | $185,849+45.3% | $79,391+240.3% |
| Participation rate | 93.8% | 66.6%+27.1pp | 81.7%+12.0pp | 70.7%+23.0pp |
| Annual return | 16.44% | 19.45%-3.0pp | 122.10%-105.7pp | 116.88%-100.4pp |
| Employer contribution / active EE | $8,331 | $2,321+259.0% | $5,169+61.2% | $2,428+243.2% |
| Participant deferral / active EE | $6,508 | $2,789+133.4% | $5,569+16.9% | $4,046+60.9% |
| Admin fee / account holder | $35 | $710-95.1% | $16,244-99.8% | $627-94.4% |