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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $219,260 |
HUMAN RESOURCES INC3+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $72,880 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $60,296 |
HARBOR3+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $59,846 |
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.
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 | $46,458 | $155,795-70.2% | $136,298-65.9% | $69,631-33.3% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 70.7%-3.5pp |
| Annual return | 6.14% | 232464.33%-232458.2pp | 5156.27%-5150.1pp | 27571.02%-27564.9pp |
| Employer contribution / active EE | $2,935 | $2,991-1.9% | $4,696-37.5% | $2,032+44.4% |
| Participant deferral / active EE | $3,159 | $5,394-41.4% | $6,247-49.4% | $3,224-2.0% |
| Admin fee / account holder | $417 | $128+225.4% | $9,244-95.5% | $110+277.9% |