Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1 year Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022 | Consulting | $108,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,205 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,055 | $75,388+2.2% | $123,553-37.6% | $55,725+38.3% |
| Participation rate | 97.3% | 75.7%+21.7pp | 82.3%+15.1pp | 70.9%+26.5pp |
| Annual return | -7.68% | 4.48%-12.2pp | 119.21%-126.9pp | 244.93%-252.6pp |
| Employer contribution / active EE | $4,298 | $3,063+40.3% | $4,628-7.1% | $2,078+106.8% |
| Participant deferral / active EE | $6,989 | $5,651+23.7% | $6,426+8.8% | $3,356+108.3% |
| Admin fee / account holder | $337 | $120+181.2% | $9,284-96.4% | $115+192.3% |