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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.4+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $15,979 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,927 |
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).
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 | $39,418 | $73,102-46.1% | $123,553-68.1% | $56,289-30.0% |
| Participation rate | 11.5% | 74.3%-62.8pp | 82.3%-70.8pp | 69.9%-58.3pp |
| Annual return | -11.76% | 3.01%-14.8pp | 119.21%-131.0pp | -9.96%-1.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,194 | $5,423-59.5% | $6,426-65.9% | $3,350-34.5% |
| Admin fee / account holder | $531 | $554-4.1% | $9,284-94.3% | $521+1.9% |