Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $165,372 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $85,000 |
KP LYNCH CPA PC5 years Service code 10 · EIN 20-2059984 | Accounting | $4,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,622 | $106,110+29.7% | $147,005-6.4% | $77,671+77.2% |
| Participation rate | 78.1% | 78.4%-0.2pp | 82.2%-4.0pp | 70.6%+7.6pp |
| Annual return | 29.83% | 56.77%-26.9pp | 418.76%-388.9pp | 31.21%-1.4pp |
| Employer contribution / active EE | $1,178 | $4,065-71.0% | $4,934-76.1% | $2,726-56.8% |
| Participant deferral / active EE | $8,216 | $7,992+2.8% | $8,070+1.8% | $4,648+76.8% |
| Admin fee / account holder | $278 | $338-17.6% | $13,006-97.9% | $430-35.4% |