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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX Service code 15 · EIN 42-1447865 | Recordkeeping | $75,066 |
FOSTER GROUP6+ years Service code 26 · EIN 42-1361385 | Advisory (Participants) | $0 |
STEELE CAPITAL MANAGEMENT, INC.6+ years Filed as: STEELE Service code 26 · EIN 42-1460565 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,366 | $52,293+208.6% | $178,498-9.6% | $73,412+119.8% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.1pp |
| Annual return | 26.22% | 34.75%-8.5pp | 151.09%-124.9pp | 59.30%-33.1pp |
| Employer contribution / active EE | $5,680 | $1,735+227.3% | $5,011+13.4% | $2,234+154.3% |
| Participant deferral / active EE | $4,496 | $2,332+92.8% | $5,202-13.6% | $3,806+18.1% |
| Admin fee / account holder | $215 | $127+68.9% | $13,985-98.5% | $158+36.2% |