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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-1035498 | Recordkeeping | $14,535 |
SLOY DAHL & HOLST3+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $9,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,100 | $77,677+86.8% | $109,173+32.9% | $79,391+82.8% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+21.9pp | 70.7%+27.1pp |
| Annual return | -1.78% | 23.44%-25.2pp | 25.75%-27.5pp | 116.88%-118.7pp |
| Employer contribution / active EE | $5,969 | $2,798+113.3% | $3,723+60.3% | $2,428+145.8% |
| Participant deferral / active EE | $3,756 | $3,517+6.8% | $4,654-19.3% | $4,046-7.2% |
| Admin fee / account holder | $112 | $732-84.7% | $6,755-98.3% | $627-82.1% |