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| 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 | $106,247-47.8% | $147,096-62.3% | $77,714-28.6% |
| Participation rate | 62.3% | 78.4%-16.1pp | 82.2%-19.9pp | 70.6%-8.3pp |
| Annual return | 26.48% | 56.87%-30.4pp | 419.75%-393.3pp | 31.26%-4.8pp |
| Employer contribution / active EE | $1,632 | $4,069-59.9% | $4,936-66.9% | $2,727-40.1% |
| Participant deferral / active EE | $3,586 | $7,996-55.2% | $8,071-55.6% | $4,649-22.9% |
| Admin fee / account holder | $474 | $338+40.0% | $13,005-96.4% | $433+9.3% |