Filed January 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $7,430,378 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $639,139 |
Service code 14 · EIN 65-0731524 | Plan Administrator | $530,966 |
REGIONS BANK10+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $101,250 |
BKS RETIREMENT SERVICES5 years Filed as: BKS FINANCIAL INVESTMENTS, LLC Service code 26 | Advisory (Participants) | $82,281 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $79,800 |
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.
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 | $31,386 | $42,127-25.5% | $85,240-63.2% | $106,553-70.5% |
| Participation rate | 41.8% | 36.6%+5.2pp | 67.5%-25.7pp | 69.8%-28.0pp |
| Annual return | 6.42% | 36.21%-29.8pp | 66.75%-60.3pp | 17.37%-11.0pp |
| Employer contribution / active EE | $840 | $825+1.8% | $2,735-69.3% | $3,359-75.0% |
| Participant deferral / active EE | $2,297 | $2,066+11.2% | $4,527-49.3% | $5,562-58.7% |
| Admin fee / account holder | $131 | $114+15.3% | $6,165-97.9% | $80+64.4% |