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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $329,756 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $133,403 |
BKS RETIREMENT SERVICES4 years Filed as: BKS Service code 26 · EIN 84-1921272 | Advisory (Participants) | $57,005 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $19,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,751 | $37,317+11.9% | $77,024-45.8% | $77,904-46.4% |
| Participation rate | 46.0% | 46.9%-0.9pp | 67.9%-22.0pp | 73.7%-27.7pp |
| Annual return | -18.09% | -5.88%-12.2pp | 42.32%-60.4pp | 12.21%-30.3pp |
| Employer contribution / active EE | $1,293 | $1,218+6.1% | $2,812-54.0% | $2,848-54.6% |
| Participant deferral / active EE | $2,733 | $2,564+6.6% | $4,426-38.3% | $4,806-43.1% |
| Admin fee / account holder | $233 | $126+85.1% | $5,425-95.7% | $133+75.5% |