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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $29,689 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $9,932 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $70,797 | $43,550+62.6% | $63,244+11.9% | $52,331+35.3% |
| Participation rate | 67.6% | 65.7%+1.9pp | 71.0%-3.4pp | 68.1%-0.5pp |
| Annual return | -2.23% | 2.03%-4.3pp | -70.31%+68.1pp | 4.54%-6.8pp |
| Employer contribution / active EE | $264 | $1,351-80.4% | $2,322-88.6% | $1,882-85.9% |
| Participant deferral / active EE | $2,670 | $2,254+18.5% | $2,953-9.6% | $3,022-11.6% |
| Admin fee / account holder | $521 | $387+34.7% | $5,893-91.2% | $592-11.9% |