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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $44,792 |
LOTUS HR, INC.7+ years Service code 14 · EIN 27-4313896 | Plan Administrator | $13,814 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,098 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,628 | $104,475-61.1% | $159,436-74.5% | $79,386-48.8% |
| Participation rate | 37.6% | 76.6%-39.0pp | 82.8%-45.2pp | 70.7%-33.1pp |
| Annual return | 12.26% | 67.95%-55.7pp | 263.57%-251.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $565 | $3,417-83.5% | $4,829-88.3% | $2,427-76.7% |
| Participant deferral / active EE | $2,105 | $6,467-67.5% | $7,352-71.4% | $4,046-48.0% |
| Admin fee / account holder | $403 | $711-43.3% | $10,799-96.3% | $626-35.7% |