Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $15,554 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $9,000 |
KOVACK SECURITIES INC3+ years Filed as: KOVACK ADVISORS Service code 26 6451 N. FEDERAL HIGHWAY · FT. LAUDERDALE, FL 33308 | Advisory (Participants) | $5,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,534 | $80,753-44.9% | $136,298-67.3% | $62,293-28.5% |
| Participation rate | 46.5% | 73.5%-27.0pp | 81.9%-35.4pp | 69.5%-23.0pp |
| Annual return | 15.49% | 35.83%-20.3pp | 5156.27%-5140.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,096 | $2,884-62.0% | $4,696-76.7% | $2,042-46.3% |
| Participant deferral / active EE | $2,152 | $5,164-58.3% | $6,247-65.6% | $3,169-32.1% |
| Admin fee / account holder | $453 | $525-13.9% | $9,244-95.1% | $479-5.6% |