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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $253,721 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 26 5700 W 112TH ST, SUITE 200 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $57,143 |
JASON F CLAUSEN PC8 years Filed as: JASON F. CLAUSEN, P.C. Service code 10 · EIN 27-4097479 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,373 | $122,219-71.1% | $147,096-76.0% | $199,921-82.3% |
| Participation rate | 55.8% | 78.3%-22.5pp | 82.2%-26.4pp | 72.0%-16.2pp |
| Annual return | 33.13% | 30.59%+2.5pp | 419.75%-386.6pp | 34.28%-1.2pp |
| Employer contribution / active EE | $1,699 | $4,096-58.5% | $4,936-65.6% | $3,035-44.0% |
| Participant deferral / active EE | $3,794 | $8,503-55.4% | $8,071-53.0% | $5,089-25.4% |
| Admin fee / account holder | $210 | $179+17.3% | $13,005-98.4% | $269-22.0% |