Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $107,095 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $36,520 |
SPIRIT HUMAN RESOURCES, LLC7 years Service code 14 · EIN 47-4960461 | Plan Administrator | $27,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,501 | $106,264-47.8% | $147,117-62.3% | $77,762-28.6% |
| Participation rate | 62.3% | 78.4%-16.1pp | 82.2%-19.9pp | 70.6%-8.3pp |
| Annual return | 26.48% | 56.94%-30.5pp | 420.54%-394.1pp | 31.27%-4.8pp |
| Employer contribution / active EE | $1,632 | $4,074-59.9% | $4,932-66.9% | $2,728-40.2% |
| Participant deferral / active EE | $3,586 | $8,003-55.2% | $8,065-55.5% | $4,651-22.9% |
| Admin fee / account holder | $474 | $334+41.6% | $12,993-96.4% | $433+9.4% |