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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 | $55,482+8.8% | $76,051-20.6% | $77,692-22.3% |
| Participation rate | 52.3% | 63.7%-11.4pp | 69.1%-16.8pp | 70.6%-18.3pp |
| Annual return | 15.21% | 17.09%-1.9pp | 360.42%-345.2pp | 31.25%-16.0pp |
| Employer contribution / active EE | $3,263 | $1,792+82.0% | $2,690+21.3% | $2,726+19.7% |
| Participant deferral / active EE | $4,883 | $3,455+41.3% | $4,257+14.7% | $4,648+5.1% |
| Admin fee / account holder | $307 | $407-24.7% | $6,416-95.2% | $431-28.7% |