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| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP5+ years Service code 26 · EIN 42-1361385 | Advisory (Participants) | $51,709 |
HK FINANCIAL SERVICES5+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $20,059 |
STEELE CAPITAL MANAGEMENT, INC.5+ years Filed as: STEELE Service code 26 · EIN 42-1460565 | Advisory (Participants) | $3,557 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,167 | $62,928+121.2% | $172,755-19.4% | $67,579+105.9% |
| Participation rate | 99.3% | 64.5%+34.8pp | 82.6%+16.6pp | 71.3%+28.0pp |
| Annual return | 23.41% | 30.36%-6.9pp | 802.94%-779.5pp | 378.56%-355.1pp |
| Employer contribution / active EE | $5,679 | $1,636+247.1% | $5,144+10.4% | $2,148+164.4% |
| Participant deferral / active EE | $4,551 | $2,145+112.2% | $5,198-12.4% | $3,539+28.6% |
| Admin fee / account holder | $311 | $167+86.9% | $13,955-97.8% | $142+118.9% |