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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $20,401 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,069 | $75,388-61.4% | $123,544-76.5% | $55,725-47.8% |
| Participation rate | 52.4% | 75.7%-23.2pp | 82.3%-29.8pp | 70.9%-18.4pp |
| Annual return | -3.12% | 4.48%-7.6pp | 119.20%-122.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,127 | $5,651+26.1% | $6,426+10.9% | $3,356+112.4% |
| Admin fee / account holder | $115 | $120-4.0% | $9,284-98.8% | $115-0.2% |