Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP3+ years Service code 26 · EIN 42-1361385 | Advisory (Participants) | $53,596 |
HK FINANCIAL SERVICES3+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $12,180 |
STEELE CAPITAL MANAGEMENT, INC.3+ years Filed as: STEELE Service code 26 · EIN 42-1460565 | Advisory (Participants) | $6,374 |
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 | $145,369 | $55,453+162.1% | $170,435-14.7% | $62,293+133.4% |
| Participation rate | 97.6% | 66.4%+31.2pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 18.63% | 21.38%-2.7pp | 205.94%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $5,952 | $2,164+175.1% | $5,432+9.6% | $2,042+191.4% |
| Participant deferral / active EE | $4,706 | $2,303+104.4% | $4,939-4.7% | $3,169+48.5% |
| Admin fee / account holder | $259 | $455-43.1% | $13,881-98.1% | $479-45.9% |