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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $336,894 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $105,402 |
FIDUCIARY INVESTMENT ADVISORS3+ 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 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $18,000 |
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.)
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 | $54,036 | $43,717+23.6% | $81,473-33.7% | $77,958-30.7% |
| Participation rate | 37.6% | 42.5%-4.9pp | 68.0%-30.4pp | 71.6%-34.1pp |
| Annual return | 15.91% | 23.83%-7.9pp | 38.78%-22.9pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,040 | $919+13.3% | $2,568-59.5% | $2,310-55.0% |
| Participant deferral / active EE | $2,024 | $1,783+13.5% | $3,537-42.8% | $3,537-42.8% |
| Admin fee / account holder | $314 | $108+191.2% | $4,561-93.1% | $97+222.6% |