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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $403,935 |
Filed as: PROCARE HR CORPORATION I Service code 14 · EIN 41-1965469 | Plan Administrator | $80,096 |
Filed as: SLAVIC MUTUAL FUND MANGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $67,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,919 | $41,039-73.4% | $85,240-87.2% | $99,313-89.0% |
| Participation rate | 44.3% | 34.4%+9.9pp | 67.5%-23.2pp | 71.7%-27.4pp |
| Annual return | 21.92% | 17.44%+4.5pp | 66.75%-44.8pp | 17.67%+4.3pp |
| Employer contribution / active EE | $526 | $1,106-52.5% | $2,735-80.8% | $3,264-83.9% |
| Participant deferral / active EE | $1,081 | $2,193-50.7% | $4,527-76.1% | $5,346-79.8% |
| Admin fee / account holder | $123 | $177-30.7% | $6,165-98.0% | $109+12.4% |