| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $964,566 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $129,635 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $47,000 |
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.
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 | $18,485 | $71,505-74.1% | $123,553-85.0% | $73,367-74.8% |
| Participation rate | 57.7% | 64.9%-7.3pp | 82.3%-24.6pp | 69.5%-11.8pp |
| Annual return | 155.87% | 6.94%+148.9pp | 119.21%+36.7pp | 173.45%-17.6pp |
| Employer contribution / active EE | $921 | $2,011-54.2% | $4,628-80.1% | $2,499-63.1% |
| Participant deferral / active EE | $3,565 | $4,928-27.7% | $6,426-44.5% | $4,033-11.6% |
| Admin fee / account holder | $97 | $66+46.5% | $9,284-99.0% | $68+41.3% |