Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $98,916 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $22,922 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,246 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,245 |
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 | $55,895 | $91,474-38.9% | $135,982-58.9% | $71,529-21.9% |
| Participation rate | 50.9% | 75.7%-24.8pp | 81.9%-31.1pp | 67.9%-17.1pp |
| Annual return | 0.09% | 29.89%-29.8pp | 68.32%-68.2pp | 28.97%-28.9pp |
| Employer contribution / active EE | $3,887 | $3,705+4.9% | $4,859-20.0% | $2,590+50.1% |
| Participant deferral / active EE | $8,426 | $7,095+18.8% | $7,760+8.6% | $4,291+96.3% |
| Admin fee / account holder | $421 | $1,267-66.8% | $10,767-96.1% | $1,588-73.5% |