Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1 year Filed as: SLOY DAHL HOLST INC Service code 27 · EIN 93-0989022 | Advisory (Plan) | $30,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,783 |
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 | $86,805 | $80,753+7.5% | $136,298-36.3% | $62,293+39.3% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 22.39% | 35.83%-13.4pp | 5156.27%-5133.9pp | 28.90%-6.5pp |
| Employer contribution / active EE | $2,553 | $2,884-11.5% | $4,696-45.6% | $2,042+25.0% |
| Participant deferral / active EE | $6,389 | $5,164+23.7% | $6,247+2.3% | $3,169+101.6% |
| Admin fee / account holder | $123 | $525-76.6% | $9,244-98.7% | $479-74.3% |