Filed August 8, 1990
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1+ years Filed as: SLOY, DAHL, AND HOLST Service code 26 · EIN 93-0989022 | Advisory (Participants) | $112,744 |
Service code 13 · EIN 91-1035498 | Contract Administrator | $18,646 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $11,564 |
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 | $67,222 | $107,378-37.4% | $108,582-38.1% | $57,658+16.6% |
| Participation rate | 91.7% | 77.1%+14.6pp | 79.6%+12.2pp | 70.2%+21.5pp |
| Annual return | -5.56% | 12.80%-18.4pp | -51.70%+46.1pp | 5.13%-10.7pp |
| Employer contribution / active EE | $2,242 | $1,782+25.8% | $3,758-40.4% | $1,974+13.6% |
| Participant deferral / active EE | $3,452 | $3,221+7.2% | $4,311-19.9% | $3,061+12.8% |
| Admin fee / account holder | $423 | $108+289.8% | $7,645-94.5% | $95+347.4% |