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 ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $284,995 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $48,687 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $17,500 |
OASIS OUTSOURCING HOLDINGS, INC1+ years Filed as: OASIS OUTSOURCING HOLDINGS, INC. Service code 14 · EIN 65-0731524 | Plan Administrator | $10,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $31,766 | $30,979+2.5% | $67,704-53.1% | $59,188-46.3% |
| Participation rate | 18.8% | 40.5%-21.7pp | 67.5%-48.7pp | 69.4%-50.6pp |
| Annual return | -34.57% | -1.74%-32.8pp | 25.41%-60.0pp | 5.51%-40.1pp |
| Employer contribution / active EE | $734 | $807-9.1% | $2,559-71.3% | $2,098-65.0% |
| Participant deferral / active EE | $1,945 | $1,603+21.3% | $3,585-45.8% | $3,265-40.4% |
| Admin fee / account holder | $383 | $81+372.4% | $4,255-91.0% | $92+315.0% |