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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $166,515 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $78,122 |
KP LYNCH CPA PC3 years Service code 10 · EIN 20-2059984 | Accounting | $9,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,486 | $82,163+24.7% | $125,363-18.2% | $64,814+58.1% |
| Participation rate | 67.8% | 77.9%-10.1pp | 82.4%-14.6pp | 71.5%-3.7pp |
| Annual return | -17.39% | 3.49%-20.9pp | 572.15%-589.5pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,001 | $3,616-72.3% | $4,815-79.2% | $2,507-60.1% |
| Participant deferral / active EE | $6,387 | $7,175-11.0% | $7,447-14.2% | $4,310+48.2% |
| Admin fee / account holder | $349 | $163+114.0% | $10,005-96.5% | $188+86.0% |