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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $166,217 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $37,280 |
WEINSTEIN ZUGMAN, LLC4 years Service code 10 · EIN 20-0453834 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,568 | $39,948+79.2% | $89,414-20.0% | $73,412-2.5% |
| Participation rate | 72.3% | 50.4%+21.9pp | 68.0%+4.3pp | 72.2%+0.2pp |
| Annual return | 15.57% | 50.12%-34.6pp | 245.50%-229.9pp | 59.30%-43.7pp |
| Employer contribution / active EE | $3,790 | $1,200+215.9% | $2,586+46.6% | $2,234+69.7% |
| Participant deferral / active EE | $5,066 | $2,193+131.1% | $3,890+30.3% | $3,806+33.1% |
| Admin fee / account holder | $328 | $134+144.4% | $4,883-93.3% | $158+107.7% |