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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $517,543 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $168,298 |
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 | $44,068 | $122,128-63.9% | $147,080-70.0% | $199,960-78.0% |
| Participation rate | 68.9% | 78.2%-9.3pp | 82.2%-13.3pp | 72.0%-3.1pp |
| Annual return | -31.13% | 30.58%-61.7pp | 420.17%-451.3pp | 34.28%-65.4pp |
| Employer contribution / active EE | $5,344 | $4,093+30.6% | $4,933+8.3% | $3,036+76.0% |
| Participant deferral / active EE | $11,125 | $8,484+31.1% | $8,066+37.9% | $5,087+118.7% |
| Admin fee / account holder | $369 | $180+105.6% | $12,989-97.2% | $269+37.1% |