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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST9+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $80,478 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $23,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,980 | $92,186-46.9% | $105,624-53.6% | $77,762-37.0% |
| Participation rate | 44.3% | 81.0%-36.7pp | 75.3%-30.9pp | 70.6%-26.2pp |
| Annual return | 22.25% | 17.83%+4.4pp | 116.20%-93.9pp | 31.27%-9.0pp |
| Employer contribution / active EE | $1,164 | $3,376-65.5% | $3,168-63.2% | $2,728-57.3% |
| Participant deferral / active EE | $2,338 | $5,395-56.7% | $5,013-53.4% | $4,651-49.7% |
| Admin fee / account holder | $307 | $219+40.0% | $10,961-97.2% | $433-29.2% |