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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST4+ years Filed as: SLOY, DAHL & HOLST, INC Service code 26 · EIN 93-0989022 | Advisory (Participants) | $53,764 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $14,000 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $11,921 |
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 | $47,397 | $55,449-14.5% | $83,831-43.5% | $56,289-15.8% |
| Participation rate | 82.4% | 68.0%+14.4pp | 76.1%+6.3pp | 69.9%+12.6pp |
| Annual return | -9.84% | -1.38%-8.5pp | 850.99%-860.8pp | -9.96%+0.1pp |
| Employer contribution / active EE | $5,058 | $2,430+108.1% | $3,631+39.3% | $2,111+139.6% |
| Participant deferral / active EE | $1,908 | $2,935-35.0% | $4,082-53.3% | $3,350-43.0% |
| Admin fee / account holder | $498 | $656-24.1% | $5,479-90.9% | $521-4.4% |