Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST6 years Filed as: SLOY, DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 | Advisory (Participants) | $81,000 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 10 · EIN 91-1035498 | Accounting | $23,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,694 | $106,236-42.9% | $112,249-45.9% | $64,819-6.4% |
| Participation rate | 63.7% | 71.7%-8.0pp | 75.1%-11.4pp | 71.5%-7.8pp |
| Annual return | -45.43% | -6.02%-39.4pp | 27.48%-72.9pp | 32.84%-78.3pp |
| Employer contribution / active EE | $2,829 | $3,166-10.7% | $3,636-22.2% | $2,507+12.8% |
| Participant deferral / active EE | $5,699 | $3,785+50.6% | $4,729+20.5% | $4,311+32.2% |
| Admin fee / account holder | $508 | $452+12.6% | $6,412-92.1% | $188+170.7% |