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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $170,265 |
BFSG LLC5+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $38,661 |
KSJG, LLP4 years Filed as: KUSHNER SMITH JOANOU & GREGSON LLP Service code 10 · EIN 95-3322166 | Accounting | $14,040 |
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 | $42,414 | $41,617+1.9% | $84,610-49.9% | $77,787-45.5% |
| Participation rate | 41.4% | 45.0%-3.6pp | 68.2%-26.8pp | 73.2%-31.8pp |
| Annual return | 36.49% | 24.97%+11.5pp | 258.74%-222.3pp | 32.57%+3.9pp |
| Employer contribution / active EE | $1,230 | $1,061+15.9% | $2,652-53.6% | $2,504-50.9% |
| Participant deferral / active EE | $2,790 | $2,129+31.1% | $3,899-28.4% | $3,967-29.7% |
| Admin fee / account holder | $250 | $121+106.8% | $4,912-94.9% | $100+150.1% |