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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $328,243 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $101,515 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY PARTNERS INV. CONSULTING Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $25,000 |
Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $25,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,645 | $31,370+45.5% | $74,577-38.8% | $63,975-28.7% |
| Participation rate | 45.5% | 42.6%+2.9pp | 68.1%-22.6pp | 71.1%-25.6pp |
| Annual return | 0.28% | -105.16%+105.4pp | 20.47%-20.2pp | 48.65%-48.4pp |
| Employer contribution / active EE | $877 | $822+6.7% | $2,525-65.3% | $2,182-59.8% |
| Participant deferral / active EE | $1,711 | $1,560+9.6% | $3,458-50.5% | $3,356-49.0% |
| Admin fee / account holder | $301 | $77+292.4% | $4,138-92.7% | $70+327.8% |