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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-1035498 | Recordkeeping | $23,843 |
SLOY DAHL & HOLST1+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $17,572 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,917 | $63,114+48.8% | $92,915+1.1% | $65,186+44.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 6.48% | 28.75%-22.3pp | 109.45%-103.0pp | 29.39%-22.9pp |
| Employer contribution / active EE | $4,965 | $2,571+93.2% | $3,653+35.9% | $2,177+128.1% |
| Participant deferral / active EE | $3,725 | $3,108+19.9% | $4,238-12.1% | $3,514+6.0% |
| Admin fee / account holder | $188 | $624-69.8% | $5,796-96.8% | $847-77.8% |