| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $4,301,316 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $1,409,649 |
Service code 14 · EIN 46-2283648 | Plan Administrator | $287,151 |
BKS RETIREMENT SERVICES3 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $45,281 |
UHY LLP5 years Service code 10 · EIN 20-0694403 | Accounting | $41,881 |
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 | $29,563 | $107,662-72.5% | $159,495-81.5% | $106,520-72.2% |
| Participation rate | 64.6% | 69.4%-4.7pp | 82.8%-18.2pp | 71.3%-6.7pp |
| Annual return | 25.93% | 22.17%+3.8pp | 263.72%-237.8pp | 19.28%+6.6pp |
| Employer contribution / active EE | $1,696 | $2,741-38.1% | $4,831-64.9% | $2,840-40.3% |
| Participant deferral / active EE | $6,281 | $6,799-7.6% | $7,354-14.6% | $4,948+26.9% |
| Admin fee / account holder | $108 | $69+57.1% | $10,804-99.0% | $75+44.6% |