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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST9+ years Filed as: SLOY, DAHL & HOLST, INC Service code 26 · EIN 93-0989022 | Advisory (Participants) | $49,799 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $18,750 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $15,101 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,578 | $76,696-4.1% | $96,515-23.8% | $71,511+2.9% |
| Participation rate | 37.8% | 66.6%-28.7pp | 74.3%-36.5pp | 67.9%-30.1pp |
| Annual return | 34.97% | 48.32%-13.3pp | 35.73%-0.8pp | 28.86%+6.1pp |
| Employer contribution / active EE | $428 | $3,032-85.9% | $3,740-88.6% | $2,589-83.5% |
| Participant deferral / active EE | $2,637 | $3,770-30.1% | $4,880-46.0% | $4,291-38.5% |
| Admin fee / account holder | $583 | $2,030-71.3% | $6,735-91.3% | $1,588-63.3% |