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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $176,399 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 26 107 NORTH STATE ROAD 135 · GREENWOOD, IN 46142 | Advisory (Participants) | $61,652 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $40,900 |
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 | $36,066 | $43,717-17.5% | $81,473-55.7% | $77,958-53.7% |
| Participation rate | 45.0% | 42.5%+2.5pp | 68.0%-23.0pp | 71.6%-26.7pp |
| Annual return | -12.46% | 23.83%-36.3pp | 38.78%-51.2pp | 20.87%-33.3pp |
| Employer contribution / active EE | $1,060 | $919+15.4% | $2,568-58.7% | $2,310-54.1% |
| Participant deferral / active EE | $2,138 | $1,783+19.9% | $3,537-39.5% | $3,537-39.5% |
| Admin fee / account holder | $318 | $108+194.6% | $4,561-93.0% | $97+226.4% |