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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2 years Service code 15 · EIN 42-1447865 | Recordkeeping | $64,970 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,097 | $100,801+117.4% | $149,696+46.4% | $73,409+198.5% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 13.62% | 265.34%-251.7pp | 276.60%-263.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $6,600 | $3,312+99.3% | $4,644+42.1% | $2,234+195.5% |
| Participant deferral / active EE | $7,279 | $6,404+13.7% | $6,842+6.4% | $3,805+91.3% |
| Admin fee / account holder | $212 | $181+17.1% | $9,309-97.7% | $158+34.0% |