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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST3+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $44,489 |
RETIREMENT, LLC2 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $10,605 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $4,375 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,521 | $65,223-47.1% | $80,022-56.9% | $55,725-38.1% |
| Participation rate | 50.0% | 80.6%-30.6pp | 75.8%-25.8pp | 70.9%-20.9pp |
| Annual return | 8.63% | 7.59%+1.0pp | 11.22%-2.6pp | 244.93%-236.3pp |
| Employer contribution / active EE | $304 | $2,544-88.0% | $2,468-87.7% | $2,078-85.4% |
| Participant deferral / active EE | $1,942 | $3,881-49.9% | $3,686-47.3% | $3,356-42.1% |
| Admin fee / account holder | $233 | $114+104.2% | $6,521-96.4% | $115+102.5% |