Filed April 10, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $106,230+53.4% | $147,080+10.8% | $77,736+109.6% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 17.16% | 56.91%-39.8pp | 420.17%-403.0pp | 31.26%-14.1pp |
| Employer contribution / active EE | $4,473 | $4,072+9.8% | $4,933-9.3% | $2,728+64.0% |
| Participant deferral / active EE | $11,016 | $8,001+37.7% | $8,066+36.6% | $4,651+136.9% |
| Admin fee / account holder | $361 | $338+6.7% | $12,989-97.2% | $433-16.7% |