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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $264,018 |
LYONS & COMPANY, INC.6+ years Service code 14 · EIN 20-4033514 | Plan Administrator | $64,411 |
Service code 27 · EIN 26-1955601 | Advisory (Plan) | $64,411 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $37,019 |
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.
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 | $32,011 | $127,481-74.9% | $149,730-78.6% | $90,274-64.5% |
| Participation rate | 34.3% | 78.2%-44.0pp | 82.5%-48.2pp | 73.4%-39.1pp |
| Annual return | 33.73% | 57.78%-24.0pp | 276.70%-243.0pp | 53.97%-20.2pp |
| Employer contribution / active EE | $602 | $3,448-82.5% | $4,645-87.0% | $2,523-76.1% |
| Participant deferral / active EE | $1,539 | $6,975-77.9% | $6,843-77.5% | $4,231-63.6% |
| Admin fee / account holder | $278 | $152+83.2% | $9,310-97.0% | $114+143.7% |