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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 | $41,510-73.7% | $85,009-87.2% | $99,061-89.0% |
| Participation rate | 44.3% | 35.3%+9.1pp | 67.5%-23.2pp | 71.6%-27.3pp |
| Annual return | 21.92% | 17.38%+4.5pp | 66.47%-44.5pp | 17.66%+4.3pp |
| Employer contribution / active EE | $526 | $1,137-53.8% | $2,728-80.7% | $3,261-83.9% |
| Participant deferral / active EE | $1,081 | $2,246-51.9% | $4,522-76.1% | $5,331-79.7% |
| Admin fee / account holder | $123 | $175-30.0% | $6,153-98.0% | $109+12.6% |