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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $83,488 |
KOVACK SECURITIES INC5 years Filed as: KOVACK ADVISORS INC. Service code 26 6451 N. FEDERAL HIGHWAY · FT. LAUDERDALE, FL 33308 | Advisory (Participants) | $31,799 |
Service code 14 · EIN 65-0580656 | Plan Administrator | $22,522 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $17,763 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,274 | $82,188-41.3% | $125,391-61.5% | $64,824-25.5% |
| Participation rate | 51.3% | 77.9%-26.6pp | 82.4%-31.1pp | 71.5%-20.2pp |
| Annual return | -26.89% | 3.50%-30.4pp | 572.41%-599.3pp | 32.84%-59.7pp |
| Employer contribution / active EE | $1,426 | $3,617-60.6% | $4,816-70.4% | $2,507-43.1% |
| Participant deferral / active EE | $3,081 | $7,177-57.1% | $7,448-58.6% | $4,311-28.5% |
| Admin fee / account holder | $412 | $163+152.2% | $10,009-95.9% | $188+119.1% |