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 | $121,836 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $70,998 |
KP LYNCH CPA PC1 year Service code 10 · EIN 20-2059984 | Accounting | $9,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,470 | $100,801+11.6% | $149,730-24.9% | $73,412+53.2% |
| Participation rate | 70.5% | 77.7%-7.2pp | 82.5%-12.0pp | 72.2%-1.7pp |
| Annual return | 17.43% | 265.34%-247.9pp | 276.70%-259.3pp | 59.30%-41.9pp |
| Employer contribution / active EE | $1,103 | $3,312-66.7% | $4,645-76.2% | $2,234-50.6% |
| Participant deferral / active EE | $6,733 | $6,404+5.1% | $6,843-1.6% | $3,806+76.9% |
| Admin fee / account holder | $305 | $181+68.8% | $9,310-96.7% | $158+93.3% |