Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST4 years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $62,831 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 10 · EIN 91-1035498 | Accounting | $19,246 |
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 | $107,310 | $91,517+17.3% | $101,271+6.0% | $73,412+46.2% |
| Participation rate | 66.9% | 73.8%-6.9pp | 75.8%-8.9pp | 72.2%-5.2pp |
| Annual return | 73.13% | 17.17%+56.0pp | 46.48%+26.6pp | 59.30%+13.8pp |
| Employer contribution / active EE | $2,626 | $2,877-8.7% | $3,660-28.3% | $2,234+17.5% |
| Participant deferral / active EE | $5,380 | $3,338+61.2% | $4,371+23.1% | $3,806+41.4% |
| Admin fee / account holder | $423 | $216+96.0% | $5,948-92.9% | $158+168.0% |