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| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP2+ years Service code 26 · EIN 42-1361385 | Advisory (Participants) | $44,740 |
HK FINANCIAL SERVICES2+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $12,076 |
STEELE CAPITAL MANAGEMENT, INC.2+ years Filed as: STEELE Service code 26 · EIN 42-1460565 | Advisory (Participants) | $5,603 |
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 | $132,314 | $46,732+183.1% | $156,551-15.5% | $55,167+139.8% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | 6.35% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,027 | $2,105+186.3% | $5,501+9.6% | $1,963+207.1% |
| Participant deferral / active EE | $4,826 | $2,204+118.9% | $4,871-0.9% | $3,054+58.0% |
| Admin fee / account holder | $296 | $418-29.3% | $13,028-97.7% | $504-41.3% |