Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST5 years Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022 | Consulting | $150,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,735 | $84,487+21.6% | $125,339-18.0% | $66,914+53.5% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -38.57% | -8.39%-30.2pp | 572.05%-610.6pp | 1.58%-40.2pp |
| Employer contribution / active EE | $5,220 | $3,553+46.9% | $4,814+8.5% | $2,544+105.2% |
| Participant deferral / active EE | $9,419 | $6,781+38.9% | $7,446+26.5% | $4,237+122.3% |
| Admin fee / account holder | $436 | $685-36.4% | $10,010-95.6% | $593-26.5% |