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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $194,441 |
BFSG LLC6+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $43,466 |
SOMERSET CPAS1 year Filed as: SOMERSET CPAS, P.C. Service code 10 · EIN 20-1717681 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,993 | $46,219-22.1% | $89,435-59.8% | $90,274-60.1% |
| Participation rate | 49.5% | 44.9%+4.6pp | 68.0%-18.5pp | 73.4%-23.8pp |
| Annual return | 25.52% | 25.71%-0.2pp | 245.55%-220.0pp | 53.97%-28.5pp |
| Employer contribution / active EE | $949 | $953-0.4% | $2,587-63.3% | $2,523-62.4% |
| Participant deferral / active EE | $2,469 | $2,136+15.6% | $3,890-36.5% | $4,231-41.6% |
| Admin fee / account holder | $184 | $147+25.4% | $4,884-96.2% | $114+61.5% |