Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $275,609 |
BFSG LLC8+ years Filed as: BFSG, LLC Service code 17 · EIN 20-8532658 | Pension Consulting | $52,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,748 | $37,317-25.6% | $77,027-64.0% | $77,912-64.4% |
| Participation rate | 38.3% | 46.9%-8.5pp | 67.9%-29.6pp | 73.7%-35.3pp |
| Annual return | -18.60% | -5.88%-12.7pp | 42.32%-60.9pp | 12.20%-30.8pp |
| Employer contribution / active EE | $1,037 | $1,218-14.9% | $2,813-63.1% | $2,848-63.6% |
| Participant deferral / active EE | $2,750 | $2,564+7.2% | $4,427-37.9% | $4,807-42.8% |
| Admin fee / account holder | $157 | $126+25.0% | $5,425-97.1% | $133+18.5% |