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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $73,100 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,129 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,867 | $31,424+17.3% | $81,473-54.7% | $69,631-47.1% |
| Participation rate | 52.4% | 50.8%+1.6pp | 68.0%-15.5pp | 70.7%-18.3pp |
| Annual return | 12.94% | 22.44%-9.5pp | 38.78%-25.8pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,160 | $1,029+12.8% | $2,568-54.8% | $2,032-42.9% |
| Participant deferral / active EE | $2,469 | $1,838+34.3% | $3,537-30.2% | $3,224-23.4% |
| Admin fee / account holder | $369 | $103+259.8% | $4,561-91.9% | $110+234.3% |