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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $49,370 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,973 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,062 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,062 |
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.)
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 | $50,686 | $88,122-42.5% | $141,197-64.1% | $67,582-25.0% |
| Participation rate | 17.4% | 76.5%-59.1pp | 82.5%-65.1pp | 71.3%-53.9pp |
| Annual return | 43.03% | 75.40%-32.4pp | 71.41%-28.4pp | 378.57%-335.5pp |
| Employer contribution / active EE | $726 | $3,224-77.5% | $4,736-84.7% | $2,148-66.2% |
| Participant deferral / active EE | $1,639 | $5,958-72.5% | $6,710-75.6% | $3,539-53.7% |
| Admin fee / account holder | $399 | $131+205.0% | $10,265-96.1% | $142+180.6% |