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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $44,539 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $17,148 |
SPIRIT HUMAN RESOURCES, LLC2 years Service code 14 · EIN 47-4960461 | Plan Administrator | $13,875 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,205 | $89,652-15.0% | $141,191-46.0% | $65,185+16.9% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.5%-24.2pp | 70.2%-11.9pp |
| Annual return | 20.30% | 32.79%-12.5pp | 71.41%-51.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,549 | $3,065-49.4% | $4,736-67.3% | $2,177-28.8% |
| Participant deferral / active EE | $3,464 | $5,691-39.1% | $6,710-48.4% | $3,514-1.4% |
| Admin fee / account holder | $420 | $569-26.2% | $10,264-95.9% | $847-50.4% |