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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.2+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $14,546 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $4,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,384 | $76,551-44.6% | $123,894-65.8% | $62,881-32.6% |
| Participation rate | 14.7% | 73.0%-58.2pp | 81.4%-66.7pp | 69.3%-54.6pp |
| Annual return | 10.44% | 18.68%-8.2pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,516 | $4,840-68.7% | $5,984-74.7% | $3,203-52.7% |
| Admin fee / account holder | $425 | $4,826-91.2% | $8,357-94.9% | $4,296-90.1% |