Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $77,370 |
MANAGEPOINT4+ years Service code 14 · EIN 20-8027370 | Plan Administrator | $22,663 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $16,702 |
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 | $35,369 | $44,473-20.5% | $76,518-53.8% | $55,725-36.5% |
| Participation rate | 39.0% | 51.0%-12.0pp | 68.0%-29.0pp | 70.9%-31.9pp |
| Annual return | -19.61% | -2.01%-17.6pp | -0.27%-19.3pp | 244.93%-264.5pp |
| Employer contribution / active EE | $558 | $1,101-49.3% | $2,647-78.9% | $2,078-73.1% |
| Participant deferral / active EE | $1,616 | $1,988-18.7% | $3,836-57.9% | $3,356-51.8% |
| Admin fee / account holder | $340 | $134+153.8% | $4,849-93.0% | $115+195.5% |