Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.1+ years Service code 26 788 MAIN STREET · DUBUQUE, IA 52001 | Advisory (Participants) | $13,972 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Recordkeeping | $12,282 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,308 | $100,272-71.8% | $170,057-83.4% | $74,473-62.0% |
| Participation rate | 45.8% | 87.4%-41.6pp | 87.0%-41.2pp | 70.7%-25.0pp |
| Annual return | 0.00% | 66.12%-66.1pp | 53.42%-53.4pp | 34.36%-34.4pp |
| Employer contribution / active EE | $166 | $4,266-96.1% | $6,790-97.6% | $2,638-93.7% |
| Participant deferral / active EE | $379 | $7,147-94.7% | $10,411-96.4% | $4,530-91.6% |
| Admin fee / account holder | $79 | $235-66.2% | $12,826-99.4% | $347-77.2% |