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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $157,577 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $31,403 |
WEINSTEIN ZUGMAN, LLC3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,228 | $40,522+90.6% | $84,611-8.7% | $67,579+14.3% |
| Participation rate | 55.0% | 51.1%+3.9pp | 68.2%-13.2pp | 71.3%-16.3pp |
| Annual return | 23.92% | 32.72%-8.8pp | 258.74%-234.8pp | 378.56%-354.6pp |
| Employer contribution / active EE | $3,472 | $1,146+202.9% | $2,652+30.9% | $2,148+61.7% |
| Participant deferral / active EE | $4,930 | $2,132+131.3% | $3,899+26.5% | $3,539+39.3% |
| Admin fee / account holder | $383 | $145+163.4% | $4,912-92.2% | $142+168.9% |