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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $114,766 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $42,744 |
Service code 14 · EIN 45-2482738 | Plan Administrator | $11,623 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,156 | $106,230-55.6% | $147,080-67.9% | $77,736-39.3% |
| Participation rate | 47.9% | 78.4%-30.4pp | 82.2%-34.2pp | 70.6%-22.6pp |
| Annual return | 18.11% | 56.91%-38.8pp | 420.17%-402.1pp | 31.26%-13.1pp |
| Employer contribution / active EE | $1,228 | $4,072-69.8% | $4,933-75.1% | $2,728-55.0% |
| Participant deferral / active EE | $2,707 | $8,001-66.2% | $8,066-66.4% | $4,651-41.8% |
| Admin fee / account holder | $392 | $338+16.0% | $12,989-97.0% | $433-9.4% |