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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $79,489 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,381 |
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 | $29,661 | $44,473-33.3% | $76,518-61.2% | $55,725-46.8% |
| Participation rate | 53.3% | 51.0%+2.3pp | 68.0%-14.7pp | 70.9%-17.6pp |
| Annual return | -14.21% | -2.01%-12.2pp | -0.27%-13.9pp | 244.93%-259.1pp |
| Employer contribution / active EE | $1,277 | $1,101+16.0% | $2,647-51.7% | $2,078-38.5% |
| Participant deferral / active EE | $2,520 | $1,988+26.8% | $3,836-34.3% | $3,356-24.9% |
| Admin fee / account holder | $344 | $134+156.3% | $4,849-92.9% | $115+198.4% |