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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES5+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $63,973 |
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 | $16,990 | $47,766-64.4% | $82,763-79.5% | $64,824-73.8% |
| Participation rate | 34.8% | 67.7%-32.9pp | 72.6%-37.8pp | 71.5%-36.7pp |
| Annual return | -16.32% | -13.06%-3.3pp | 702.45%-718.8pp | 32.84%-49.2pp |
| Employer contribution / active EE | $724 | $2,182-66.8% | $3,008-75.9% | $2,507-71.1% |
| Participant deferral / active EE | $1,341 | $3,332-59.8% | $4,395-69.5% | $4,311-68.9% |
| Admin fee / account holder | $21 | $143-85.6% | $5,325-99.6% | $188-89.1% |