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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $1,295 |
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 | $13,235 | $25,723-48.5% | $69,182-80.9% | $55,167-76.0% |
| Participation rate | 79.3% | 39.4%+39.8pp | 55.1%+24.1pp | 69.0%+10.3pp |
| Annual return | 6.64% | 9.56%-2.9pp | -21.93%+28.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $168 | $480-65.0% | $1,206-86.1% | $1,963-91.4% |
| Participant deferral / active EE | $965 | $963+0.2% | $1,897-49.1% | $3,054-68.4% |
| Admin fee / account holder | $10 | $365-97.3% | $2,697-99.6% | $504-98.1% |