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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST7+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $64,596 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $27,550 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,746 | $69,515+132.7% | $86,868+86.2% | $85,856+88.4% |
| Participation rate | 63.2% | 66.3%-3.1pp | 71.6%-8.4pp | 69.3%-6.1pp |
| Annual return | -4.38% | 20.12%-24.5pp | 63.53%-67.9pp | 318.58%-323.0pp |
| Employer contribution / active EE | $335 | $1,880-82.2% | $2,496-86.6% | $2,565-86.9% |
| Participant deferral / active EE | $3,602 | $2,919+23.4% | $3,699-2.6% | $3,952-8.9% |
| Admin fee / account holder | $1,355 | $5,972-77.3% | $5,829-76.8% | $6,261-78.4% |