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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST4+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $9,910 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $9,675 |
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 | $78,647 | $64,176+22.5% | $112,263-29.9% | $66,949+17.5% |
| Participation rate | 97.7% | 68.4%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | -40.61% | -13.80%-26.8pp | 27.49%-68.1pp | 1.57%-42.2pp |
| Employer contribution / active EE | $7,055 | $3,007+134.6% | $3,636+94.0% | $2,545+177.2% |
| Participant deferral / active EE | $3,719 | $3,694+0.7% | $4,729-21.4% | $4,239-12.3% |
| Admin fee / account holder | $81 | $626-87.0% | $6,410-98.7% | $594-86.3% |