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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST4+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $38,201 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $20,414 |
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.
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 | $72,928 | $43,504+67.6% | $68,612+6.3% | $56,289+29.6% |
| Participation rate | 64.8% | 67.8%-3.0pp | 72.2%-7.4pp | 69.9%-5.1pp |
| Annual return | -10.39% | -3.15%-7.2pp | -4.63%-5.8pp | -9.96%-0.4pp |
| Employer contribution / active EE | $311 | $1,525-79.6% | $2,625-88.2% | $2,111-85.3% |
| Participant deferral / active EE | $3,164 | $2,509+26.1% | $3,311-4.4% | $3,350-5.5% |
| Admin fee / account holder | $690 | $515+33.9% | $5,131-86.6% | $521+32.4% |