Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST9 years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $130,210 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 10 · EIN 91-1035498 | Accounting | $47,593 |
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 | $143,079 | $92,224+55.1% | $105,223+36.0% | $79,634+79.7% |
| Participation rate | 63.9% | 69.2%-5.3pp | 75.0%-11.1pp | 62.5%+1.4pp |
| Annual return | 23.09% | 88.65%-65.6pp | 180.65%-157.6pp | 36.46%-13.4pp |
| Employer contribution / active EE | $3,112 | $3,965-21.5% | $3,689-15.6% | $2,529+23.0% |
| Participant deferral / active EE | $6,273 | $3,834+63.6% | $5,072+23.7% | $3,835+63.6% |
| Admin fee / account holder | $805 | $1,121-28.2% | $8,859-90.9% | $1,002-19.7% |