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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC1 year Filed as: KT ADMINISTRATORS LLC Service code 15 · EIN 82-4086794 | Recordkeeping | $10,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,676 | $65,376-45.4% | $87,104-59.0% | $65,185-45.3% |
| Participation rate | 68.5% | 75.3%-6.8pp | 76.9%-8.4pp | 70.2%-1.7pp |
| Annual return | 22.10% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,372 | $1,822-24.7% | $2,521-45.6% | $2,177-37.0% |
| Participant deferral / active EE | $2,414 | $3,388-28.8% | $4,048-40.4% | $3,514-31.3% |
| Admin fee / account holder | $100 | $520-80.8% | $7,491-98.7% | $847-88.2% |