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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $6,349,578 |
Service code 14 · EIN 65-0731524 | Plan Administrator | $621,460 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $369,831 |
REGIONS BANK9+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $135,000 |
BKS RETIREMENT SERVICES4 years Filed as: BKS FINANCIAL INVESTMENTS, LLC Service code 26 | Advisory (Participants) | $65,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $48,300 |
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 | $30,557 | $36,954-17.3% | $80,669-62.1% | $96,393-68.3% |
| Participation rate | 40.6% | 33.6%+7.0pp | 67.0%-26.4pp | 71.3%-30.7pp |
| Annual return | 12.13% | 36.74%-24.6pp | 937.61%-925.5pp | 22.88%-10.7pp |
| Employer contribution / active EE | $864 | $776+11.4% | $2,724-68.3% | $3,239-73.3% |
| Participant deferral / active EE | $2,267 | $1,942+16.7% | $4,444-49.0% | $5,455-58.4% |
| Admin fee / account holder | $118 | $115+3.0% | $5,384-97.8% | $74+60.2% |