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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $319,893 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $103,848 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INV. CONSULTING Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $25,258 |
Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $25,258 |
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.)
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 | $46,707 | $30,979+50.8% | $67,704-31.0% | $59,188-21.1% |
| Participation rate | 46.3% | 40.5%+5.8pp | 67.5%-21.2pp | 69.4%-23.1pp |
| Annual return | -0.18% | -1.74%+1.6pp | 25.41%-25.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $950 | $807+17.7% | $2,559-62.9% | $2,098-54.7% |
| Participant deferral / active EE | $1,741 | $1,603+8.7% | $3,585-51.4% | $3,265-46.7% |
| Admin fee / account holder | $302 | $81+272.8% | $4,255-92.9% | $92+227.5% |