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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $92,237 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 26 5700 W 112TH ST, SUITE 200 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $26,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $28,383 | $100,801-71.8% | $149,715-81.0% | $73,412-61.3% |
| Participation rate | 51.1% | 77.7%-26.6pp | 82.5%-31.4pp | 72.2%-21.1pp |
| Annual return | -32.68% | 265.34%-298.0pp | 276.66%-309.3pp | 59.30%-92.0pp |
| Employer contribution / active EE | $1,983 | $3,312-40.1% | $4,645-57.3% | $2,234-11.2% |
| Participant deferral / active EE | $4,486 | $6,404-29.9% | $6,842-34.4% | $3,806+17.9% |
| Admin fee / account holder | $282 | $181+56.2% | $9,310-97.0% | $158+78.8% |