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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $124,001 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $22,036 |
Filed as: SERVANT HR 401(K) RETIREMENT PLAN Service code 14 · EIN 30-0190462 | Plan Administrator | $7,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,190 | $95,369-55.8% | $135,942-69.0% | $74,440-43.3% |
| Participation rate | 57.5% | 78.2%-20.7pp | 81.9%-24.4pp | 70.7%-13.2pp |
| Annual return | 10.66% | 32.72%-22.1pp | 68.28%-57.6pp | 34.37%-23.7pp |
| Employer contribution / active EE | $1,498 | $3,878-61.4% | $4,858-69.2% | $2,638-43.2% |
| Participant deferral / active EE | $3,927 | $7,788-49.6% | $7,759-49.4% | $4,529-13.3% |
| Admin fee / account holder | $337 | $266+26.5% | $10,764-96.9% | $348-3.1% |