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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST8+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $45,293 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $21,557 |
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 | $85,935 | $53,546+60.5% | $69,884+23.0% | $68,486+25.5% |
| Participation rate | 59.8% | 64.5%-4.8pp | 70.5%-10.7pp | 67.9%-8.1pp |
| Annual return | -48.06% | -13.87%-34.2pp | 190.81%-238.9pp | -7.85%-40.2pp |
| Employer contribution / active EE | $366 | $2,019-81.9% | $2,560-85.7% | $2,597-85.9% |
| Participant deferral / active EE | $3,706 | $2,957+25.3% | $3,848-3.7% | $4,028-8.0% |
| Admin fee / account holder | $1,013 | $4,693-78.4% | $6,266-83.8% | $5,404-81.3% |