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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $58,292 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,840 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $7,700 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,574 | $31,424-12.3% | $81,473-66.2% | $69,631-60.4% |
| Participation rate | 39.4% | 50.8%-11.4pp | 68.0%-28.6pp | 70.7%-31.3pp |
| Annual return | -15.38% | 22.44%-37.8pp | 38.78%-54.2pp | 27571.02%-27586.4pp |
| Employer contribution / active EE | $987 | $1,029-4.1% | $2,568-61.6% | $2,032-51.4% |
| Participant deferral / active EE | $1,603 | $1,838-12.8% | $3,537-54.7% | $3,224-50.3% |
| Admin fee / account holder | $331 | $103+222.8% | $4,561-92.7% | $110+199.8% |