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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $5,909,844 |
Service code 14 · EIN 65-0731524 | Plan Administrator | $351,739 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $272,929 |
REGIONS BANK8+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $135,000 |
BKS RETIREMENT SERVICES3 years Filed as: BKS FINANCIAL INVESTMENTS, LLC Service code 26 | Advisory (Participants) | $65,000 |
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $51,450 |
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 | $27,073 | $35,293-23.3% | $77,113-64.9% | $89,433-69.7% |
| Participation rate | 40.3% | 31.3%+9.0pp | 67.9%-27.6pp | 71.3%-31.0pp |
| Annual return | -19.55% | -5.92%-13.6pp | 42.37%-61.9pp | -11.88%-7.7pp |
| Employer contribution / active EE | $885 | $695+27.3% | $2,815-68.6% | $3,021-70.7% |
| Participant deferral / active EE | $2,355 | $1,764+33.5% | $4,430-46.8% | $5,125-54.0% |
| Admin fee / account holder | $109 | $105+4.1% | $5,445-98.0% | $79+37.7% |