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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $155,882 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $43,345 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
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 | $40,678 | $39,948+1.8% | $89,400-54.5% | $73,412-44.6% |
| Participation rate | 55.2% | 50.4%+4.8pp | 68.0%-12.8pp | 72.2%-17.0pp |
| Annual return | 15.25% | 50.12%-34.9pp | 245.64%-230.4pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,303 | $1,200+8.6% | $2,586-49.6% | $2,234-41.7% |
| Participant deferral / active EE | $2,962 | $2,193+35.1% | $3,890-23.9% | $3,806-22.2% |
| Admin fee / account holder | $209 | $134+55.5% | $4,882-95.7% | $158+32.2% |