Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST8 years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $101,733 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 10 · EIN 91-1035498 | Accounting | $37,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,310 | $83,023+35.3% | $102,437+9.6% | $77,762+44.4% |
| Participation rate | 65.3% | 71.5%-6.3pp | 74.5%-9.2pp | 70.6%-5.3pp |
| Annual return | 19.42% | 19.12%+0.3pp | 24.95%-5.5pp | 31.27%-11.8pp |
| Employer contribution / active EE | $2,939 | $3,552-17.3% | $3,871-24.1% | $2,728+7.7% |
| Participant deferral / active EE | $5,895 | $4,110+43.4% | $5,060+16.5% | $4,651+26.7% |
| Admin fee / account holder | $632 | $639-1.1% | $8,388-92.5% | $433+46.0% |