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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $161,499 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $38,730 |
WEINSTEIN ZUGMAN, LLC2 years Service code 10 · EIN 20-0453834 | Accounting | $10,000 |
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.)
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 | $59,370 | $44,473+33.5% | $76,518-22.4% | $55,725+6.5% |
| Participation rate | 68.1% | 51.0%+17.1pp | 68.0%+0.1pp | 70.9%-2.8pp |
| Annual return | 0.23% | -2.01%+2.2pp | -0.27%+0.5pp | 244.93%-244.7pp |
| Employer contribution / active EE | $3,044 | $1,101+176.4% | $2,647+15.0% | $2,078+46.5% |
| Participant deferral / active EE | $4,563 | $1,988+129.6% | $3,836+19.0% | $3,356+36.0% |
| Admin fee / account holder | $404 | $134+201.4% | $4,849-91.7% | $115+251.0% |