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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $84,504 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 26 5700 W 112TH ST, SUITE 200 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $28,676 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,737 | $75,388-76.5% | $123,552-85.6% | $55,725-68.2% |
| Participation rate | 68.6% | 75.7%-7.0pp | 82.3%-13.7pp | 70.9%-2.2pp |
| Annual return | 27.53% | 4.48%+23.1pp | 119.20%-91.7pp | 244.93%-217.4pp |
| Employer contribution / active EE | $1,244 | $3,063-59.4% | $4,628-73.1% | $2,078-40.1% |
| Participant deferral / active EE | $2,342 | $5,651-58.6% | $6,426-63.6% | $3,356-30.2% |
| Admin fee / account holder | $155 | $120+29.3% | $9,285-98.3% | $115+34.4% |