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| Provider | Service type | Compensation |
|---|---|---|
HKG LLP1 year Filed as: HKG, LLP CERTIFIED PUBLIC ACCOUNTAN Service code 15 · EIN 95-4552788 | Recordkeeping | $8,900 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $285 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,456 | $45,719+108.8% | $96,161-0.7% | $93,010+2.6% |
| Participation rate | 1.9% | 45.8%-44.0pp | 68.4%-66.6pp | 73.9%-72.0pp |
| Annual return | 15.60% | 3211.95%-3196.3pp | 192.01%-176.4pp | 158.70%-143.1pp |
| Employer contribution / active EE | $36 | $1,139-96.8% | $2,798-98.7% | $2,705-98.7% |
| Participant deferral / active EE | $122 | $2,344-94.8% | $4,349-97.2% | $4,561-97.3% |
| Admin fee / account holder | $118 | $128-8.0% | $5,538-97.9% | $152-22.4% |