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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $41,563 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,380 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,829 | $75,388-59.1% | $123,552-75.0% | $55,725-44.7% |
| Participation rate | 47.2% | 75.7%-28.5pp | 82.3%-35.1pp | 70.9%-23.7pp |
| Annual return | 126.62% | 4.48%+122.1pp | 119.20%+7.4pp | 244.93%-118.3pp |
| Employer contribution / active EE | $774 | $3,063-74.7% | $4,628-83.3% | $2,078-62.8% |
| Participant deferral / active EE | $1,562 | $5,651-72.3% | $6,426-75.7% | $3,356-53.4% |
| Admin fee / account holder | $222 | $120+85.0% | $9,285-97.6% | $115+92.3% |