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 & HOLST3 years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $51,416 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 10 · EIN 91-1035498 | Accounting | $22,749 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,419 | $63,114-2.7% | $92,909-33.9% | $65,185-5.8% |
| Participation rate | 68.7% | 68.8%-0.1pp | 76.0%-7.3pp | 70.2%-1.5pp |
| Annual return | 28.62% | 28.75%-0.1pp | 109.44%-80.8pp | 29.38%-0.8pp |
| Employer contribution / active EE | $2,573 | $2,571+0.1% | $3,653-29.6% | $2,177+18.2% |
| Participant deferral / active EE | $5,226 | $3,108+68.1% | $4,238+23.3% | $3,514+48.7% |
| Admin fee / account holder | $408 | $624-34.7% | $5,795-93.0% | $847-51.9% |