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| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $5,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,473 | $62,928-54.8% | $172,753-83.5% | $67,582-57.9% |
| Participation rate | 19.5% | 64.5%-44.9pp | 82.6%-63.1pp | 71.3%-51.8pp |
| Annual return | 19.31% | 30.36%-11.0pp | 803.00%-783.7pp | 378.57%-359.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $677 | $2,145-68.4% | $5,198-87.0% | $3,539-80.9% |
| Admin fee / account holder | $301 | $167+80.4% | $13,956-97.8% | $142+111.2% |