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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $17,283 |
Service code 15 · EIN 65-0608221 | Recordkeeping | $5,308 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,996 | $75,058-49.4% | $152,301-75.1% | $64,340-40.9% |
| Participation rate | 86.1% | 60.9%+25.2pp | 82.4%+3.7pp | 55.2%+30.9pp |
| Annual return | 26.24% | 29.93%-3.7pp | 80.50%-54.3pp | 24.14%+2.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,430 | $5,041+87.1% | $8,004+17.8% | $2,980+216.4% |
| Admin fee / account holder | $91 | $4,050-97.8% | $14,398-99.4% | $3,703-97.5% |