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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $489,376 |
Service code 27 · EIN 26-1955601 | Advisory (Plan) | $113,505 |
LYONS & COMPANY, INC.10+ years Service code 14 · EIN 20-4033514 | Plan Administrator | $113,427 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $108,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,131 | $122,128-73.7% | $147,117-78.2% | $200,096-83.9% |
| Participation rate | 43.8% | 78.2%-34.4pp | 82.2%-38.4pp | 72.0%-28.2pp |
| Annual return | 9.83% | 30.58%-20.7pp | 420.54%-410.7pp | 34.26%-24.4pp |
| Employer contribution / active EE | $1,325 | $4,093-67.6% | $4,932-73.1% | $3,038-56.4% |
| Participant deferral / active EE | $2,754 | $8,484-67.5% | $8,065-65.8% | $5,090-45.9% |
| Admin fee / account holder | $332 | $180+84.7% | $12,993-97.4% | $269+23.1% |