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| 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 | $106,247+29.5% | $147,096-6.4% | $77,714+77.1% |
| Participation rate | 78.1% | 78.4%-0.2pp | 82.2%-4.0pp | 70.6%+7.6pp |
| Annual return | 29.83% | 56.87%-27.0pp | 419.75%-389.9pp | 31.26%-1.4pp |
| Employer contribution / active EE | $1,178 | $4,069-71.1% | $4,936-76.1% | $2,727-56.8% |
| Participant deferral / active EE | $8,216 | $7,996+2.8% | $8,071+1.8% | $4,649+76.7% |
| Admin fee / account holder | $278 | $338-17.8% | $13,005-97.9% | $433-35.8% |