Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KLK CAPITAL MANAGEMENT LLC2 years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $21,901 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,604 | $46,297-16.6% | $71,671-46.1% | $62,293-38.0% |
| Participation rate | 98.1% | 60.6%+37.5pp | 68.7%+29.4pp | 69.5%+28.6pp |
| Annual return | 17.96% | 22.32%-4.4pp | 20.65%-2.7pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,391 | $1,412+140.2% | $2,460+37.8% | $2,042+66.0% |
| Participant deferral / active EE | $5,000 | $2,235+123.7% | $3,438+45.4% | $3,169+57.8% |
| Admin fee / account holder | $305 | $461-33.7% | $5,558-94.5% | $479-36.3% |