Filed January 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES5+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $62,020 |
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 | $86,685 | $62,928+37.8% | $172,755-49.8% | $67,579+28.3% |
| Participation rate | 98.7% | 64.5%+34.2pp | 82.6%+16.0pp | 71.3%+27.4pp |
| Annual return | 26.98% | 30.36%-3.4pp | 802.94%-776.0pp | 378.56%-351.6pp |
| Employer contribution / active EE | $4,828 | $1,636+195.1% | $5,144-6.2% | $2,148+124.8% |
| Participant deferral / active EE | $4,385 | $2,145+104.4% | $5,198-15.6% | $3,539+23.9% |
| Admin fee / account holder | $189 | $167+13.1% | $13,955-98.6% | $142+32.5% |