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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $3,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,212 | $26,805-39.5% | $59,496-72.8% | $52,331-69.0% |
| Participation rate | 82.9% | 39.3%+43.6pp | 54.6%+28.4pp | 68.1%+14.8pp |
| Annual return | -1.75% | 2.61%-4.4pp | 182.05%-183.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $172 | $450-61.8% | $1,153-85.1% | $1,882-90.9% |
| Participant deferral / active EE | $954 | $916+4.1% | $1,829-47.8% | $3,022-68.4% |
| Admin fee / account holder | $12 | $305-96.0% | $2,232-99.4% | $592-97.9% |