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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $66,688 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,358 |
WEINSTEIN ZUGMAN, LLC3 years Service code 10 · EIN 20-0453834 | Accounting | $7,750 |
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 | $30,814 | $40,522-24.0% | $84,628-63.6% | $67,579-54.4% |
| Participation rate | 42.8% | 51.1%-8.3pp | 68.2%-25.5pp | 71.3%-28.5pp |
| Annual return | 15.83% | 32.72%-16.9pp | 258.80%-243.0pp | 378.56%-362.7pp |
| Employer contribution / active EE | $1,085 | $1,146-5.4% | $2,653-59.1% | $2,148-49.5% |
| Participant deferral / active EE | $2,005 | $2,132-6.0% | $3,900-48.6% | $3,539-43.4% |
| Admin fee / account holder | $304 | $145+109.4% | $4,914-93.8% | $142+113.8% |