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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST9 years Filed as: SLOY, DAHL & HOLST, INC. Service code 28 · EIN 93-0989022 1220 MAIN STREET, SUITE 400 · VANCOUVER, WA 98660 | Investment Management | $79,071 |
CORPORATE PENSION CONSULTANTS10+ years Service code 10 · EIN 77-0116716 14125 CAPRI DRIVE, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $71,875 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1498605 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $30,250 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 2309 GRACY FARMS LN · AUSTIN, TX 78758 | Custodial (other than securities) | $13,116 |
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 | $96,183 | $80,781+19.1% | $102,437-6.1% | $74,478+29.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.31% | 27.58%-14.3pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $12,315 | $3,160+289.7% | $3,871+218.2% | $2,626+368.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $999 | $2,372-57.9% | $8,388-88.1% | $1,946-48.7% |