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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $246,799 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,181 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,912 | $34,677+116.0% | $77,024-2.7% | $64,808+15.6% |
| Participation rate | 64.0% | 49.8%+14.1pp | 67.9%-3.9pp | 71.5%-7.5pp |
| Annual return | -35.40% | -5.33%-30.1pp | 42.32%-77.7pp | 32.82%-68.2pp |
| Employer contribution / active EE | $3,008 | $1,370+119.6% | $2,812+7.0% | $2,506+20.1% |
| Participant deferral / active EE | $5,189 | $2,556+103.0% | $4,426+17.2% | $4,310+20.4% |
| Admin fee / account holder | $456 | $179+155.4% | $5,425-91.6% | $188+142.8% |