Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST6+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $97,479 |
RETIREMENT, LLC5 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $17,918 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $6,144 |
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.
Employer 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.)
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 | $58,592 | $93,131-37.1% | $106,555-45.0% | $86,821-32.5% |
| Participation rate | 42.8% | 81.4%-38.6pp | 76.1%-33.3pp | 72.3%-29.5pp |
| Annual return | 19.75% | 19.45%+0.3pp | 26.80%-7.1pp | 97.94%-78.2pp |
| Employer contribution / active EE | $332 | $2,895-88.5% | $2,819-88.2% | $2,406-86.2% |
| Participant deferral / active EE | $2,053 | $4,708-56.4% | $4,399-53.3% | $4,132-50.3% |
| Admin fee / account holder | $398 | $145+174.6% | $7,408-94.6% | $170+135.0% |