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| Provider | Service type | Compensation |
|---|---|---|
SLUPIK AND ASSOCIATES, LTD1+ years Filed as: SLUPIK & ASSOCIATES, LTD Service code 99 · EIN 36-3299518 | Other Fees | $6,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,089 | $50,498+32.9% | $75,784-11.5% | $55,191+21.6% |
| Participation rate | 63.0% | 69.4%-6.5pp | 75.8%-12.9pp | 69.2%-6.2pp |
| Annual return | 1.15% | 1.80%-0.6pp | 9.68%-8.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $870 | $2,291-62.0% | $3,323-73.8% | $1,899-54.2% |
| Participant deferral / active EE | $2,863 | $2,589+10.6% | $3,652-21.6% | $3,046-6.0% |
| Admin fee / account holder | $13 | $123-89.4% | $5,300-99.8% | $91-85.6% |