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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 | $122,128-71.0% | $147,080-75.9% | $199,960-82.3% |
| Participation rate | 55.8% | 78.2%-22.4pp | 82.2%-26.4pp | 72.0%-16.2pp |
| Annual return | 33.13% | 30.58%+2.6pp | 420.17%-387.0pp | 34.28%-1.1pp |
| Employer contribution / active EE | $1,699 | $4,093-58.5% | $4,933-65.6% | $3,036-44.0% |
| Participant deferral / active EE | $3,794 | $8,484-55.3% | $8,066-53.0% | $5,087-25.4% |
| Admin fee / account holder | $210 | $180+17.0% | $12,989-98.4% | $269-22.0% |