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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.5+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $14,312 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,542 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $50,990 | $89,652-43.1% | $141,191-63.9% | $65,185-21.8% |
| Participation rate | 12.1% | 74.7%-62.6pp | 82.5%-70.4pp | 70.2%-58.1pp |
| Annual return | 20.36% | 32.79%-12.4pp | 71.41%-51.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,380 | $5,691-58.2% | $6,710-64.5% | $3,514-32.3% |
| Admin fee / account holder | $532 | $569-6.4% | $10,264-94.8% | $847-37.2% |