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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $206,834 |
HARBOR4+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $63,333 |
HUMAN RESOURCES INC4+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $61,318 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $33,698 |
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 | $44,593 | $75,388-40.8% | $123,553-63.9% | $55,725-20.0% |
| Participation rate | 68.8% | 75.7%-6.9pp | 82.3%-13.5pp | 70.9%-2.1pp |
| Annual return | -12.58% | 4.48%-17.1pp | 119.21%-131.8pp | 244.93%-257.5pp |
| Employer contribution / active EE | $2,863 | $3,063-6.5% | $4,628-38.1% | $2,078+37.8% |
| Participant deferral / active EE | $3,305 | $5,651-41.5% | $6,426-48.6% | $3,356-1.5% |
| Admin fee / account holder | $396 | $120+230.7% | $9,284-95.7% | $115+243.9% |