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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $299,876 |
HUMAN RESOURCES INC9+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $91,410 |
HARBOR9+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $89,910 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $54,247 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,212 | $107,459-43.0% | $135,903-55.0% | $80,160-23.6% |
| Participation rate | 70.1% | 78.0%-8.0pp | 81.9%-11.9pp | 72.9%-2.9pp |
| Annual return | 14.36% | 91.91%-77.5pp | 68.23%-53.9pp | 40.38%-26.0pp |
| Employer contribution / active EE | $4,177 | $3,877+7.7% | $4,856-14.0% | $2,978+40.3% |
| Participant deferral / active EE | $5,243 | $8,195-36.0% | $7,758-32.4% | $5,017+4.5% |
| Admin fee / account holder | $417 | $127+228.5% | $10,762-96.1% | $145+187.7% |