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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $190,119 |
HARBOR11+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $56,720 |
SLAVIC INTEGRATED ADMINISTRATION11+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $46,808 |
HUMAN RESOURCES INC11+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $45,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | -96.74% | 70.24%-167.0pp | 62.55%-159.3pp | 217.08%-313.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |