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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $39,784 |
Service code 14 · EIN 26-0269975 | Plan Administrator | $6,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,754 | $31,424-78.5% | $81,478-91.7% | $69,631-90.3% |
| Participation rate | 43.7% | 50.8%-7.2pp | 68.0%-24.3pp | 70.7%-27.0pp |
| Annual return | 7.32% | 22.44%-15.1pp | 38.78%-31.5pp | 27571.02%-27563.7pp |
| Employer contribution / active EE | $311 | $1,029-69.8% | $2,568-87.9% | $2,032-84.7% |
| Participant deferral / active EE | $626 | $1,838-66.0% | $3,537-82.3% | $3,224-80.6% |
| Admin fee / account holder | $123 | $103+19.7% | $4,561-97.3% | $110+11.2% |