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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST6+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $26,097 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $17,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,538 | $80,781+57.9% | $102,437+24.5% | $74,478+71.2% |
| Participation rate | 96.8% | 65.7%+31.2pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 17.82% | 27.58%-9.8pp | 24.95%-7.1pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $8,993 | $3,160+184.6% | $3,871+132.3% | $2,626+242.4% |
| Participant deferral / active EE | $3,985 | $3,862+3.2% | $5,060-21.2% | $4,350-8.4% |
| Admin fee / account holder | $169 | $2,372-92.9% | $8,388-98.0% | $1,946-91.3% |