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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST5+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $12,762 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $11,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,421 | $76,696+34.8% | $96,515+7.2% | $71,511+44.6% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 33.92% | 48.32%-14.4pp | 35.73%-1.8pp | 28.86%+5.1pp |
| Employer contribution / active EE | $9,324 | $3,032+207.6% | $3,740+149.3% | $2,589+260.1% |
| Participant deferral / active EE | $4,128 | $3,770+9.5% | $4,880-15.4% | $4,291-3.8% |
| Admin fee / account holder | $95 | $2,030-95.3% | $6,735-98.6% | $1,588-94.0% |