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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST2+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 51 · EIN 93-0989022 1230 SW FIRST AVENUE · PORTLAND, OR 97204 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,075 | $60,165-41.7% | $74,184-52.7% | $55,167-36.4% |
| Participation rate | 54.1% | 74.2%-20.1pp | 76.6%-22.6pp | 69.0%-14.9pp |
| Annual return | 5.77% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $657 | $1,600-58.9% | $2,370-72.3% | $1,963-66.5% |
| Participant deferral / active EE | $1,319 | $2,973-55.6% | $3,550-62.8% | $3,054-56.8% |
| Admin fee / account holder | $247 | $419-41.2% | $5,586-95.6% | $504-51.1% |