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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $45,578 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,063 |
BACK OFFICE RISK, INC.1 year Service code 14 · EIN 46-5081198 | Plan Administrator | $6,228 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,023 | $106,230-66.1% | $147,080-75.5% | $77,736-53.7% |
| Participation rate | 49.6% | 78.4%-28.8pp | 82.2%-32.6pp | 70.6%-21.0pp |
| Annual return | 52.19% | 56.91%-4.7pp | 420.17%-368.0pp | 31.26%+20.9pp |
| Employer contribution / active EE | $1,143 | $4,072-71.9% | $4,933-76.8% | $2,728-58.1% |
| Participant deferral / active EE | $2,299 | $8,001-71.3% | $8,066-71.5% | $4,651-50.6% |
| Admin fee / account holder | $298 | $338-12.1% | $12,989-97.7% | $433-31.3% |