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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1 year Service code 15 · EIN 42-1447865 | Recordkeeping | $53,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,602 | $89,652+139.4% | $141,197+52.0% | $65,186+229.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 6.33% | 32.79%-26.5pp | 71.41%-65.1pp | 29.39%-23.1pp |
| Employer contribution / active EE | $7,290 | $3,065+137.9% | $4,736+53.9% | $2,177+234.9% |
| Participant deferral / active EE | $7,353 | $5,691+29.2% | $6,710+9.6% | $3,514+109.2% |
| Admin fee / account holder | $198 | $569-65.2% | $10,265-98.1% | $847-76.7% |