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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC5 years Service code 15 · EIN 82-4086794 | Recordkeeping | $11,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,997 | $61,356+291.2% | $149,696+60.3% | $71,511+235.6% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.6pp | 67.9%+23.4pp |
| Annual return | 16.26% | 35.86%-19.6pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $8,433 | $2,382+254.1% | $4,821+74.9% | $2,589+225.7% |
| Participant deferral / active EE | $6,827 | $2,920+133.8% | $5,682+20.1% | $4,291+59.1% |
| Admin fee / account holder | $57 | $1,263-95.5% | $13,212-99.6% | $1,588-96.4% |