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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST2+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $188,364 |
Service code 13 · EIN 91-1035498 | Contract Administrator | $51,970 |
ALTA TRUST2+ years Filed as: ALTA TRUST CO Service code 26 101 S. MAIN AVE, SUITE 310 · SOUIX FALLS, SD 57104 | Advisory (Participants) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,520 | $46,173+217.3% | $170,439-14.0% | $69,631+110.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.95% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $5,645 | $1,610+250.7% | $5,433+3.9% | $2,032+177.8% |
| Participant deferral / active EE | $7,195 | $2,080+245.9% | $4,939+45.7% | $3,224+123.2% |
| Admin fee / account holder | $675 | $116+482.2% | $13,881-95.1% | $110+511.3% |