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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 | Participant communication; Consulting... | $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 | $81,446+116.5% | $103,374+70.6% | $80,874+118.0% |
| Participation rate | 86.8% | 66.9%+19.9pp | 74.5%+12.3pp | 67.6%+19.1pp |
| Annual return | 15.71% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $5,327 | $3,107+71.4% | $3,869+37.7% | $2,756+93.3% |
| Participant deferral / active EE | $11,924 | $3,870+208.1% | $5,058+135.8% | $4,297+177.5% |
| Admin fee / account holder | $1,474 | $6,715-78.0% | $8,394-82.4% | $6,935-78.7% |