Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEEL OAKS INVESTMENT1 year Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 27 · EIN 46-1173026 | Advisory (Plan) | $10,839 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,277 |
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 | $8,313 | $49,451-83.2% | $79,580-89.6% | $66,938-87.6% |
| Participation rate | 93.5% | 61.3%+32.1pp | 69.5%+24.0pp | 69.8%+23.7pp |
| Annual return | -14.80% | 84.25%-99.1pp | 0.15%-15.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $24 | $595-96.0% | $6,835-99.6% | $594-96.0% |