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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $22,780 |
LEVER12+ years Service code 14 · EIN 45-4152888 | Plan Administrator | $6,654 |
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 | $17,857 | $80,177-77.7% | $123,894-85.6% | $57,658-69.0% |
| Participation rate | 31.7% | 74.4%-42.8pp | 81.4%-49.8pp | 70.2%-38.6pp |
| Annual return | 7.41% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $800 | $2,913-72.5% | $4,617-82.7% | $1,974-59.5% |
| Participant deferral / active EE | $1,362 | $5,130-73.5% | $5,984-77.2% | $3,061-55.5% |
| Admin fee / account holder | $175 | $106+64.6% | $8,357-97.9% | $95+85.1% |