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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,735 | $84,499+21.6% | $125,391-18.1% | $66,949+53.5% |
| Participation rate | 97.6% | 76.4%+21.1pp | 82.4%+15.2pp | 69.8%+27.7pp |
| Annual return | -38.57% | -8.49%-30.1pp | 572.41%-611.0pp | 1.57%-40.1pp |
| Employer contribution / active EE | $5,220 | $3,554+46.9% | $4,816+8.4% | $2,545+105.1% |
| Participant deferral / active EE | $9,419 | $6,785+38.8% | $7,448+26.5% | $4,239+122.2% |
| Admin fee / account holder | $436 | $685-36.4% | $10,009-95.6% | $594-26.6% |