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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $248,767 |
BFSG LLC7+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $52,466 |
SOMERSET CPAS2 years 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 | $37,972 | $45,719-16.9% | $96,192-60.5% | $93,010-59.2% |
| Participation rate | 41.6% | 45.8%-4.3pp | 68.4%-26.9pp | 73.9%-32.3pp |
| Annual return | 27.12% | 3211.95%-3184.8pp | 192.09%-165.0pp | 158.70%-131.6pp |
| Employer contribution / active EE | $1,022 | $1,139-10.2% | $2,799-63.5% | $2,705-62.2% |
| Participant deferral / active EE | $2,518 | $2,344+7.4% | $4,351-42.1% | $4,561-44.8% |
| Admin fee / account holder | $181 | $128+41.6% | $5,539-96.7% | $152+19.5% |