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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $47,750 |
Service code 14 · EIN 26-0269975 | Plan Administrator | $6,908 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,121 | $44,473-86.2% | $76,523-92.0% | $55,725-89.0% |
| Participation rate | 49.0% | 51.0%-2.0pp | 68.0%-19.0pp | 70.9%-21.9pp |
| Annual return | -4.22% | -2.01%-2.2pp | -0.27%-4.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $388 | $1,101-64.8% | $2,647-85.3% | $2,078-81.3% |
| Participant deferral / active EE | $656 | $1,988-67.0% | $3,835-82.9% | $3,356-80.4% |
| Admin fee / account holder | $133 | $134-0.8% | $4,848-97.3% | $115+15.5% |