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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.10+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $44,939 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $33,971 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,590 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,250 | $88,137-4.4% | $164,975-48.9% | $74,429+13.2% |
| Participation rate | 98.1% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 11.09% | 17.13%-6.0pp | 70.12%-59.0pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,953 | $2,597-24.8% | $4,343-55.0% | $2,625-25.6% |
| Participant deferral / active EE | $5,711 | $4,501+26.9% | $6,033-5.3% | $4,348+31.3% |
| Admin fee / account holder | $318 | $2,231-85.7% | $12,688-97.5% | $1,944-83.6% |