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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $56,245 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,476 |
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.)
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 | $44,009 | $101,653-56.7% | $147,080-70.1% | $74,459-40.9% |
| Participation rate | 58.2% | 75.6%-17.3pp | 82.2%-24.0pp | 67.2%-9.0pp |
| Annual return | 13.23% | 8754.98%-8741.7pp | 420.17%-406.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,471 | $3,813-61.4% | $4,933-70.2% | $2,626-44.0% |
| Participant deferral / active EE | $3,696 | $7,304-49.4% | $8,066-54.2% | $4,350-15.0% |
| Admin fee / account holder | $443 | $1,752-74.7% | $12,989-96.6% | $1,945-77.2% |