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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $37,397 |
LOTUS HR, INC.2+ years Service code 14 · EIN 27-4313896 | Plan Administrator | $7,664 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,399 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,734 | $75,183-69.8% | $123,894-81.7% | $55,167-58.8% |
| Participation rate | 41.0% | 72.8%-31.8pp | 81.4%-40.4pp | 69.0%-28.0pp |
| Annual return | 6.45% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $558 | $2,823-80.2% | $4,617-87.9% | $1,963-71.6% |
| Participant deferral / active EE | $1,395 | $5,084-72.6% | $5,984-76.7% | $3,054-54.3% |
| Admin fee / account holder | $312 | $663-52.9% | $8,357-96.3% | $504-38.1% |