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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $74,438 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,561 |
WEINSTEIN ZUGMAN, LLC7 years Service code 10 · EIN 20-0453834 | Accounting | $8,600 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,124 | $40,435+9.1% | $80,627-45.3% | $74,460-40.7% |
| Participation rate | 46.8% | 47.4%-0.6pp | 67.0%-20.2pp | 70.7%-23.9pp |
| Annual return | 12.43% | 165.19%-152.8pp | 936.76%-924.3pp | 34.38%-21.9pp |
| Employer contribution / active EE | $1,741 | $1,498+16.3% | $2,723-36.0% | $2,638-34.0% |
| Participant deferral / active EE | $3,084 | $2,673+15.4% | $4,443-30.6% | $4,530-31.9% |
| Admin fee / account holder | $401 | $721-44.4% | $5,381-92.6% | $348+15.2% |