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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $189,467 |
TILSON HR1+ years Service code 14 · EIN 35-1954179 | Plan Administrator | $146,663 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $47,193 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 1000 HARBOR BLVD 6TH FL · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $44,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,235 | $30,979+17.0% | $67,704-46.5% | $59,188-38.8% |
| Participation rate | 48.4% | 40.5%+7.8pp | 67.5%-19.2pp | 69.4%-21.1pp |
| Annual return | -6.05% | -1.74%-4.3pp | 25.41%-31.5pp | 5.51%-11.6pp |
| Employer contribution / active EE | $1,120 | $807+38.7% | $2,559-56.2% | $2,098-46.6% |
| Participant deferral / active EE | $2,486 | $1,603+55.1% | $3,585-30.7% | $3,265-23.8% |
| Admin fee / account holder | $419 | $81+417.7% | $4,255-90.1% | $92+354.8% |