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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 14 · EIN 65-0608221 1075 BROKEN SOUND PARKWAY · BOCA RATON, FL 33487 | Plan Administrator | $5,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,693 | $46,072-68.1% | $69,779-78.9% | $55,167-73.4% |
| Participation rate | 52.8% | 67.5%-14.7pp | 71.8%-19.1pp | 69.0%-16.2pp |
| Annual return | 3.48% | 8.68%-5.2pp | 12.99%-9.5pp | 169.23%-165.8pp |
| Employer contribution / active EE | $542 | $1,500-63.8% | $2,338-76.8% | $1,963-72.4% |
| Participant deferral / active EE | $1,653 | $2,344-29.5% | $2,931-43.6% | $3,054-45.9% |
| Admin fee / account holder | $145 | $428-66.0% | $4,381-96.7% | $504-71.1% |