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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST3+ 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 | $36,706 | $64,909-43.5% | $82,313-55.4% | $62,293-41.1% |
| Participation rate | 53.0% | 74.9%-21.9pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 17.80% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $636 | $1,676-62.1% | $2,428-73.8% | $2,042-68.9% |
| Participant deferral / active EE | $1,448 | $3,103-53.3% | $3,706-60.9% | $3,169-54.3% |
| Admin fee / account holder | $239 | $440-45.6% | $5,608-95.7% | $479-50.1% |