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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $75,158 |
KOVACK SECURITIES INC4 years Filed as: KOVACK ADVISORS INC. Service code 26 6451 N. FEDERAL HIGHWAY · FT. LAUDERDALE, FL 33308 | Advisory (Participants) | $30,620 |
Service code 14 · EIN 65-0580656 | Plan Administrator | $21,392 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $16,409 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,965 | $104,317-37.7% | $159,436-59.3% | $86,799-25.2% |
| Participation rate | 49.9% | 77.7%-27.8pp | 82.8%-32.9pp | 72.3%-22.4pp |
| Annual return | 187.25% | 26.32%+160.9pp | 263.57%-76.3pp | 97.91%+89.3pp |
| Employer contribution / active EE | $1,223 | $3,451-64.6% | $4,829-74.7% | $2,405-49.2% |
| Participant deferral / active EE | $2,932 | $6,837-57.1% | $7,352-60.1% | $4,131-29.0% |
| Admin fee / account holder | $417 | $172+141.8% | $10,799-96.1% | $170+145.6% |