Filed January 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $48,939 |
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 | $83,194 | $46,732+78.0% | $156,551-46.9% | $55,167+50.8% |
| Participation rate | 99.5% | 65.8%+33.7pp | 84.0%+15.5pp | 69.0%+30.5pp |
| Annual return | 9.33% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,523 | $2,105+114.9% | $5,501-17.8% | $1,963+130.5% |
| Participant deferral / active EE | $3,924 | $2,204+78.0% | $4,871-19.5% | $3,054+28.5% |
| Admin fee / account holder | $235 | $418-43.8% | $13,028-98.2% | $504-53.3% |