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| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP1+ years Service code 26 · EIN 42-1361385 | Advisory (Participants) | $87,325 |
STEELE CAPITAL MANAGEMENT, INC.1+ years Filed as: STEELE Service code 26 · EIN 42-1460565 | Advisory (Participants) | $5,413 |
HK FINANCIAL SERVICES1+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $5,271 |
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).
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 | $151,917 | $46,360+227.7% | $147,617+2.9% | $52,331+190.3% |
| Participation rate | 99.1% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -1.41% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $6,667 | $2,126+213.6% | $5,564+19.8% | $1,882+254.3% |
| Participant deferral / active EE | $5,247 | $2,258+132.4% | $4,895+7.2% | $3,022+73.6% |
| Admin fee / account holder | $508 | $766-33.6% | $11,612-95.6% | $592-14.1% |