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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $535,395 |
5TH STREET ADVISORS, LLC11+ years Service code 27 34 FIFTH STREET · STAMFORD, CT 06905 | Advisory (Plan) | $396,479 |
VERDEJA DE ARMAS TRUJILL1 year Filed as: VERDEJA AND ALVAREZ, LLP Service code 10 · EIN 20-4989621 | Accounting | $6,950 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,087 | $150,541-68.7% | $145,433-67.6% | $103,975-54.7% |
| Participation rate | 57.6% | 81.1%-23.5pp | 82.1%-24.5pp | 72.5%-14.9pp |
| Annual return | 22.83% | 20.73%+2.1pp | 66.58%-43.7pp | 19.41%+3.4pp |
| Employer contribution / active EE | $1,545 | $5,177-70.1% | $4,554-66.1% | $3,722-58.5% |
| Participant deferral / active EE | $3,310 | $9,456-65.0% | $7,897-58.1% | $5,343-38.0% |
| Admin fee / account holder | $313 | $165+89.8% | $13,129-97.6% | $332-5.9% |