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| Provider | Service type | Compensation |
|---|---|---|
KLK CAPITAL MANAGEMENT LLC7 years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $54,384 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,055 |
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.)
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,697 | $44,764-9.1% | $68,791-40.8% | $64,808-37.2% |
| Participation rate | 65.9% | 64.8%+1.2pp | 69.0%-3.1pp | 71.5%-5.5pp |
| Annual return | -18.07% | -10.91%-7.2pp | -6.38%-11.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,127 | $1,775+76.2% | $2,655+17.8% | $2,506+24.8% |
| Participant deferral / active EE | $4,846 | $3,238+49.7% | $3,941+23.0% | $4,310+12.4% |
| Admin fee / account holder | $314 | $151+107.3% | $4,932-93.6% | $188+67.0% |