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| Provider | Service type | Compensation |
|---|---|---|
STEEL OAKS INVESTMENT3 years Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 27 · EIN 46-1173026 | Advisory (Plan) | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,937 | $51,821-80.8% | $93,727-89.4% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 68.7%-68.7pp | - |
| Annual return | 10.71% | 11.30%-0.6pp | 133.83%-123.1pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,421-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,417-100.0% | - |
| Admin fee / account holder | $109 | $4,565-97.6% | $8,292-98.7% | - |