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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 47-4603057 | Plan Administrator | $31,705 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $31,322 |
Filed as: SWBC INVESTMENT COMPANY Service code 26 9311 SAN PEDRO AVENUE, SUITE 600 · SAN ANTONIO, TX 78216 | Advisory (Participants) | $18,691 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,500 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,840 | $47,648-85.6% | $130,660-94.8% | $67,582-89.9% |
| Participation rate | 65.4% | 60.4%+4.9pp | 71.7%-6.4pp | 71.3%-5.9pp |
| Annual return | 22.00% | 25.73%-3.7pp | 1709.29%-1687.3pp | 378.57%-356.6pp |
| Employer contribution / active EE | $1,992 | $1,408+41.5% | $4,092-51.3% | $2,148-7.3% |
| Participant deferral / active EE | $2,082 | $2,616-20.4% | $3,603-42.2% | $3,539-41.2% |
| Admin fee / account holder | $143 | $105+35.7% | $5,463-97.4% | $142+0.2% |