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 | $106,164+53.5% | $147,041+10.8% | $77,692+109.7% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 17.16% | 56.81%-39.7pp | 419.21%-402.1pp | 31.25%-14.1pp |
| Employer contribution / active EE | $4,473 | $4,066+10.0% | $4,935-9.4% | $2,726+64.1% |
| Participant deferral / active EE | $11,016 | $7,993+37.8% | $8,071+36.5% | $4,648+137.0% |
| Admin fee / account holder | $361 | $338+6.8% | $13,006-97.2% | $431-16.1% |