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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $85,624 |
MANAGEPOINT3+ years Service code 14 · EIN 20-8027370 | Plan Administrator | $24,261 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $17,674 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $12,800 |
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.
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 | $43,251 | $31,424+37.6% | $81,473-46.9% | $69,631-37.9% |
| Participation rate | 41.7% | 50.8%-9.2pp | 68.0%-26.3pp | 70.7%-29.0pp |
| Annual return | 3.74% | 22.44%-18.7pp | 38.78%-35.0pp | 27571.02%-27567.3pp |
| Employer contribution / active EE | $784 | $1,029-23.9% | $2,568-69.5% | $2,032-61.4% |
| Participant deferral / active EE | $1,795 | $1,838-2.4% | $3,537-49.3% | $3,224-44.3% |
| Admin fee / account holder | $402 | $103+292.0% | $4,561-91.2% | $110+264.2% |