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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $45,291 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,368 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,991 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,991 |
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 | $54,718 | $100,801-45.7% | $149,745-63.5% | $73,412-25.5% |
| Participation rate | 33.6% | 77.7%-44.1pp | 82.5%-48.9pp | 72.2%-38.6pp |
| Annual return | 15.11% | 265.34%-250.2pp | 276.72%-261.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $901 | $3,312-72.8% | $4,646-80.6% | $2,234-59.7% |
| Participant deferral / active EE | $1,870 | $6,404-70.8% | $6,843-72.7% | $3,806-50.9% |
| Admin fee / account holder | $330 | $181+82.6% | $9,312-96.5% | $158+109.1% |