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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1 year Service code 26 · EIN 93-0989022 | Advisory (Participants) | $34,919 |
Service code 12 · EIN 91-1035498 | Recordkeeping and information managem... | $8,181 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,229 | $55,449-18.4% | $83,831-46.0% | $56,289-19.6% |
| Participation rate | 72.2% | 68.0%+4.2pp | 76.1%-4.0pp | 69.9%+2.3pp |
| Annual return | -9.18% | -1.38%-7.8pp | 850.99%-860.2pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,568 | $2,430-35.5% | $3,631-56.8% | $2,111-25.7% |
| Participant deferral / active EE | $3,783 | $2,935+28.9% | $4,082-7.3% | $3,350+12.9% |
| Admin fee / account holder | $418 | $656-36.2% | $5,479-92.4% | $521-19.7% |