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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST2+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $35,931 |
RETIREMENT, LLC1 year Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DRIVE SUITE B · OKLAHOMA CITY, OK 73134 | Recordkeeping | $10,574 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737785 | Securities Custodian | $3,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,828 | $75,284-60.4% | $91,004-67.2% | $69,631-57.2% |
| Participation rate | 51.2% | 80.4%-29.2pp | 75.6%-24.4pp | 70.7%-19.5pp |
| Annual return | 15.98% | 48.40%-32.4pp | 4.60%+11.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $312 | $2,473-87.4% | $2,456-87.3% | $2,032-84.6% |
| Participant deferral / active EE | $1,742 | $3,700-52.9% | $3,548-50.9% | $3,224-46.0% |
| Admin fee / account holder | $202 | $111+82.6% | $5,417-96.3% | $110+82.9% |