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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $156,054 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 26 107 NORTH STATE ROAD 135 · GREENWOOD, IN 46142 | Advisory (Participants) | $53,738 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $33,956 |
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 | $31,281 | $44,473-29.7% | $76,518-59.1% | $55,725-43.9% |
| Participation rate | 41.6% | 51.0%-9.4pp | 68.0%-26.4pp | 70.9%-29.2pp |
| Annual return | -22.01% | -2.01%-20.0pp | -0.27%-21.7pp | 244.93%-266.9pp |
| Employer contribution / active EE | $936 | $1,101-15.0% | $2,647-64.7% | $2,078-55.0% |
| Participant deferral / active EE | $2,094 | $1,988+5.4% | $3,836-45.4% | $3,356-37.6% |
| Admin fee / account holder | $336 | $134+150.4% | $4,849-93.1% | $115+191.5% |