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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $100,499 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $32,360 |
MANAGEPOINT10+ years Service code 14 · EIN 20-8027370 | Plan Administrator | $26,875 |
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.
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 | $37,792 | $45,109-16.2% | $85,187-55.6% | $77,736-51.4% |
| Participation rate | 41.7% | 48.7%-7.0pp | 67.5%-25.8pp | 70.6%-28.9pp |
| Annual return | 3.28% | 79.55%-76.3pp | 66.67%-63.4pp | 31.26%-28.0pp |
| Employer contribution / active EE | $609 | $1,602-62.0% | $2,732-77.7% | $2,728-77.7% |
| Participant deferral / active EE | $2,861 | $2,814+1.7% | $4,525-36.8% | $4,651-38.5% |
| Admin fee / account holder | $325 | $915-64.5% | $6,162-94.7% | $433-25.1% |