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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $34,411 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $4,310 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,319 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,773 | $104,336-80.1% | $159,487-87.0% | $86,821-76.1% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.3pp |
| Annual return | 10.85% | 26.32%-15.5pp | 263.71%-252.9pp | 97.94%-87.1pp |
| Employer contribution / active EE | $479 | $3,451-86.1% | $4,831-90.1% | $2,406-80.1% |
| Participant deferral / active EE | $1,754 | $6,837-74.4% | $7,354-76.2% | $4,132-57.6% |
| Admin fee / account holder | $82 | $172-52.2% | $10,804-99.2% | $170-51.4% |