Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $19,765 |
LEVER11+ years Service code 14 · EIN 45-4152888 | Plan Administrator | $5,525 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,106 | $88,324-84.0% | $115,038-87.7% | $55,191-74.4% |
| Participation rate | 33.2% | 72.5%-39.3pp | 81.4%-48.2pp | 69.2%-36.0pp |
| Annual return | 14.90% | 6.30%+8.6pp | 26.14%-11.2pp | 10.78%+4.1pp |
| Employer contribution / active EE | $727 | $2,805-74.1% | $4,608-84.2% | $1,899-61.7% |
| Participant deferral / active EE | $1,330 | $5,042-73.6% | $6,026-77.9% | $3,046-56.3% |
| Admin fee / account holder | $148 | $105+40.6% | $8,175-98.2% | $91+63.2% |