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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $142,992 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 26 107 NORTH STATE ROAD 135 · GREENWOOD, IN 46142 | Advisory (Participants) | $57,115 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $37,487 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,000 |
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 | $38,169 | $41,617-8.3% | $84,623-54.9% | $77,775-50.9% |
| Participation rate | 46.3% | 45.0%+1.3pp | 68.2%-21.9pp | 73.2%-26.9pp |
| Annual return | 41.18% | 24.97%+16.2pp | 258.77%-217.6pp | 32.58%+8.6pp |
| Employer contribution / active EE | $1,064 | $1,061+0.3% | $2,652-59.9% | $2,504-57.5% |
| Participant deferral / active EE | $2,212 | $2,129+3.9% | $3,899-43.3% | $3,966-44.2% |
| Admin fee / account holder | $273 | $121+125.3% | $4,913-94.5% | $100+172.4% |