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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $14,615 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,093 |
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 | $51,311 | $59,105-13.2% | $160,009-67.9% | $66,938-23.3% |
| Participation rate | 34.0% | 68.1%-34.1pp | 78.0%-44.0pp | 69.8%-35.8pp |
| Annual return | -14.88% | -12.26%-2.6pp | 408.85%-423.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $535 | $1,983-73.0% | $4,225-87.3% | $2,545-79.0% |
| Participant deferral / active EE | $2,840 | $4,395-35.4% | $6,183-54.1% | $4,238-33.0% |
| Admin fee / account holder | $289 | $591-51.0% | $8,715-96.7% | $594-51.2% |