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 |
|---|---|---|
HK FINANCIAL SERVICES4+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $55,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,813 | $58,344-64.3% | $98,506-78.9% | $86,821-76.0% |
| Participation rate | 29.6% | 68.4%-38.8pp | 73.3%-43.7pp | 72.3%-42.7pp |
| Annual return | 17.19% | 43.47%-26.3pp | 1494.92%-1477.7pp | 97.94%-80.7pp |
| Employer contribution / active EE | $731 | $2,008-63.6% | $2,961-75.3% | $2,406-69.6% |
| Participant deferral / active EE | $1,358 | $3,156-57.0% | $4,277-68.2% | $4,132-67.1% |
| Admin fee / account holder | $19 | $138-86.3% | $5,955-99.7% | $170-88.8% |