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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST8 years Filed as: SLOY, DAHL, & HOLST Service code 27 · EIN 93-0989022 | Advisory (Plan) | $92,793 |
Service code 12 · EIN 91-1035498 | Custodial (securities); Claims proces... | $33,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,337 | $81,504+116.4% | $102,437+72.1% | $80,959+117.8% |
| Participation rate | 86.8% | 66.9%+19.9pp | 74.5%+12.3pp | 67.7%+19.1pp |
| Annual return | 15.71% | 25.60%-9.9pp | 24.95%-9.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $5,327 | $3,104+71.6% | $3,871+37.6% | $2,757+93.2% |
| Participant deferral / active EE | $11,924 | $3,871+208.0% | $5,060+135.6% | $4,300+177.3% |
| Admin fee / account holder | $1,474 | $6,719-78.1% | $8,388-82.4% | $6,925-78.7% |