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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $96,616 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $21,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,160 | $45,031-1.9% | $84,966-48.0% | $77,643-43.1% |
| Participation rate | 50.2% | 48.7%+1.5pp | 67.5%-17.3pp | 70.6%-20.4pp |
| Annual return | 10.61% | 79.22%-68.6pp | 66.38%-55.8pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,441 | $1,609-10.4% | $2,727-47.2% | $2,726-47.1% |
| Participant deferral / active EE | $3,228 | $2,807+15.0% | $4,519-28.6% | $4,647-30.5% |
| Admin fee / account holder | $425 | $912-53.4% | $6,149-93.1% | $430-1.2% |