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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.3+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $14,348 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $3,068 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,531 | $80,753-41.1% | $136,294-65.1% | $62,292-23.7% |
| Participation rate | 14.3% | 73.5%-59.3pp | 81.9%-67.6pp | 69.5%-55.2pp |
| Annual return | 10.01% | 35.83%-25.8pp | 5155.94%-5145.9pp | 28.90%-18.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,846 | $5,164-64.2% | $6,247-70.4% | $3,169-41.7% |
| Admin fee / account holder | $379 | $525-27.8% | $9,243-95.9% | $479-20.9% |