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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC4 years Service code 15 · EIN 82-4086794 | Recordkeeping | $5,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,339 | $65,092+209.3% | $143,799+40.0% | $66,938+200.8% |
| Participation rate | 91.3% | 65.2%+26.0pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -15.52% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $8,295 | $2,362+251.2% | $4,952+67.5% | $2,545+225.9% |
| Participant deferral / active EE | $6,662 | $2,920+128.1% | $5,638+18.2% | $4,238+57.2% |
| Admin fee / account holder | $28 | $502-94.4% | $14,677-99.8% | $594-95.3% |