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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $133,224 |
BFSG LLC4+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $34,821 |
KSJG, LLP3 years Filed as: KUSHNER SMITH JOANOU & GREGSON LLP Service code 10 · EIN 95-3322166 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,111 | $44,473-34.5% | $76,518-62.0% | $55,725-47.8% |
| Participation rate | 63.4% | 51.0%+12.4pp | 68.0%-4.6pp | 70.9%-7.5pp |
| Annual return | 3.67% | -2.01%+5.7pp | -0.27%+3.9pp | 244.93%-241.3pp |
| Employer contribution / active EE | $1,112 | $1,101+0.9% | $2,647-58.0% | $2,078-46.5% |
| Participant deferral / active EE | $2,802 | $1,988+41.0% | $3,836-26.9% | $3,356-16.5% |
| Admin fee / account holder | $204 | $134+52.3% | $4,849-95.8% | $115+77.4% |