Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $716,680 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $95,262 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $69,434 |
FIDUCIARY PARTNERS RETIREMENT GROUP10+ years Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $69,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $29,289 | $128,169-77.1% | $147,117-80.1% | $106,553-72.5% |
| Participation rate | 41.3% | 67.3%-26.0pp | 82.2%-40.9pp | 69.8%-28.6pp |
| Annual return | 26.22% | 17.88%+8.3pp | 420.54%-394.3pp | 17.37%+8.9pp |
| Employer contribution / active EE | $640 | $3,374-81.0% | $4,932-87.0% | $3,359-80.9% |
| Participant deferral / active EE | $1,645 | $7,665-78.5% | $8,065-79.6% | $5,562-70.4% |
| Admin fee / account holder | $138 | $88+57.2% | $12,993-98.9% | $80+73.7% |