Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $18,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,894 | $75,183-32.3% | $123,894-58.9% | $55,167-7.7% |
| Participation rate | 20.0% | 72.8%-52.8pp | 81.4%-61.4pp | 69.0%-49.0pp |
| Annual return | 5.67% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $809 | $5,084-84.1% | $5,984-86.5% | $3,054-73.5% |
| Admin fee / account holder | $523 | $663-21.1% | $8,357-93.7% | $504+3.8% |