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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,235 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,751 |
KLK CAPITAL MANAGEMENT LLC9 years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $8,333 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,389 | $55,402+9.0% | $76,089-20.6% | $77,714-22.3% |
| Participation rate | 52.3% | 63.6%-11.3pp | 69.1%-16.8pp | 70.6%-18.3pp |
| Annual return | 15.21% | 17.09%-1.9pp | 360.94%-345.7pp | 31.26%-16.0pp |
| Employer contribution / active EE | $3,263 | $1,789+82.3% | $2,690+21.3% | $2,727+19.6% |
| Participant deferral / active EE | $4,883 | $3,450+41.5% | $4,259+14.7% | $4,649+5.0% |
| Admin fee / account holder | $307 | $410-25.2% | $6,418-95.2% | $433-29.2% |