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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $125,483 |
Service code 14 · EIN 47-4028932 | Plan Administrator | $33,757 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $21,847 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,150 | $106,264-74.5% | $147,117-81.5% | $77,762-65.1% |
| Participation rate | 54.6% | 78.4%-23.8pp | 82.2%-27.5pp | 70.6%-16.0pp |
| Annual return | 39.41% | 56.94%-17.5pp | 420.54%-381.1pp | 31.27%+8.1pp |
| Employer contribution / active EE | $1,337 | $4,074-67.2% | $4,932-72.9% | $2,728-51.0% |
| Participant deferral / active EE | $3,058 | $8,003-61.8% | $8,065-62.1% | $4,651-34.2% |
| Admin fee / account holder | $210 | $334-37.2% | $12,993-98.4% | $433-51.5% |