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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $1,450,979 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $683,891 |
THE S2 HR GROUP, LLC8 years Service code 14 · EIN 45-2441552 | Plan Administrator | $241,750 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $33,660 |
BKS RETIREMENT SERVICES3 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $31,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,401 | $106,994-60.4% | $135,998-68.8% | $96,393-56.0% |
| Participation rate | 41.7% | 72.5%-30.8pp | 81.9%-40.2pp | 71.3%-29.5pp |
| Annual return | 75.37% | 26.64%+48.7pp | 68.37%+7.0pp | 22.88%+52.5pp |
| Employer contribution / active EE | $1,032 | $3,391-69.6% | $4,860-78.8% | $3,239-68.1% |
| Participant deferral / active EE | $2,632 | $7,968-67.0% | $7,761-66.1% | $5,455-51.8% |
| Admin fee / account holder | $139 | $79+75.4% | $10,769-98.7% | $74+87.7% |