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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES3+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $18,969 |
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.)
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 | $61,667 | $85,766-28.1% | $136,298-54.8% | $70,126-12.1% |
| Participation rate | 22.6% | 74.2%-51.5pp | 81.9%-59.3pp | 69.5%-46.9pp |
| Annual return | 15.67% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $727 | $5,051-85.6% | $6,247-88.4% | $3,332-78.2% |
| Admin fee / account holder | $575 | $5,421-89.4% | $9,244-93.8% | $4,645-87.6% |