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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $60,878 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,248 |
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 | $29,120 | $40,522-28.1% | $84,637-65.6% | $67,582-56.9% |
| Participation rate | 35.2% | 51.1%-15.9pp | 68.2%-33.0pp | 71.3%-36.0pp |
| Annual return | -7.71% | 32.72%-40.4pp | 258.82%-266.5pp | 378.57%-386.3pp |
| Employer contribution / active EE | $807 | $1,146-29.6% | $2,653-69.6% | $2,148-62.4% |
| Participant deferral / active EE | $2,090 | $2,132-2.0% | $3,900-46.4% | $3,539-41.0% |
| Admin fee / account holder | $324 | $145+123.2% | $4,914-93.4% | $142+127.9% |