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| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.6+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $10,796 |
REINMUND & COMPANY1 year Service code 10 · EIN 42-1142795 | Accounting | $6,326 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,786 | $99,957-42.2% | $149,745-61.4% | $73,497-21.4% |
| Participation rate | 9.8% | 75.7%-65.9pp | 82.5%-72.7pp | 70.7%-60.9pp |
| Annual return | 9.87% | 53.87%-44.0pp | 276.72%-266.8pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,319 | $3,191-58.7% | $4,646-71.6% | $2,270-41.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $488 | $551-11.4% | $9,312-94.8% | $513-4.9% |