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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $64,222 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $26,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,233 | $89,123-42.5% | $102,460-50.0% | $77,762-34.1% |
| Participation rate | 56.9% | 80.9%-24.1pp | 76.5%-19.6pp | 70.6%-13.7pp |
| Annual return | 12.81% | 25.05%-12.2pp | 29.47%-16.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,434 | $2,700-46.9% | $3,025-52.6% | $2,728-47.4% |
| Participant deferral / active EE | $2,542 | $5,148-50.6% | $5,056-49.7% | $4,651-45.3% |
| Admin fee / account holder | $257 | $236+8.9% | $9,460-97.3% | $433-40.7% |