Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST7 years Filed as: SLOY, DAHL & HOLST, INC. Service code 27 · EIN 93-0989022 | Advisory (Plan) | $125,903 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,718 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,916 | $106,247+53.3% | $147,096+10.8% | $77,714+109.6% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 17.16% | 56.87%-39.7pp | 419.75%-402.6pp | 31.26%-14.1pp |
| Employer contribution / active EE | $4,473 | $4,069+9.9% | $4,936-9.4% | $2,727+64.0% |
| Participant deferral / active EE | $11,016 | $7,996+37.8% | $8,071+36.5% | $4,649+136.9% |
| Admin fee / account holder | $361 | $338+6.7% | $13,005-97.2% | $433-16.7% |