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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $16,221 |
Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 29 · EIN 62-0479474 | Legal | $5,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,662 | $36,916-92.8% | $156,551-98.3% | $57,658-95.4% |
| Participation rate | 66.8% | 63.4%+3.4pp | 84.0%-17.2pp | 70.2%-3.4pp |
| Annual return | 5.49% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $105 | $1,571-93.3% | $5,501-98.1% | $1,974-94.7% |
| Participant deferral / active EE | $1,036 | $1,926-46.2% | $4,871-78.7% | $3,061-66.2% |
| Admin fee / account holder | $55 | $82-32.8% | $13,028-99.6% | $95-41.4% |