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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1+ years Service code 28 3390 ASBURY RD · DUBUQUE, IA 52002 | Investment Management | $32,717 |
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,073 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,363 | $42,396-18.9% | $67,313-49.0% | $56,287-39.0% |
| Participation rate | 72.5% | 61.0%+11.5pp | 69.1%+3.4pp | 69.9%+2.6pp |
| Annual return | -4.85% | -36.63%+31.8pp | -4.08%-0.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,371 | $1,414-3.0% | $2,566-46.5% | $2,111-35.0% |
| Participant deferral / active EE | $3,623 | $2,360+53.5% | $3,568+1.5% | $3,350+8.2% |
| Admin fee / account holder | $217 | $510-57.4% | $4,507-95.2% | $521-58.4% |