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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.
Employer 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 | $191,016-75.3% | $152,301-69.1% | $89,670-47.5% |
| Participation rate | 57.6% | 77.3%-19.7pp | 82.4%-24.8pp | 71.2%-13.5pp |
| Annual return | 22.83% | 16.37%+6.5pp | 80.50%-57.7pp | 19.66%+3.2pp |
| Employer contribution / active EE | $1,545 | $7,400-79.1% | $4,624-66.6% | $4,041-61.8% |
| Participant deferral / active EE | $3,310 | $9,699-65.9% | $8,004-58.6% | $3,962-16.5% |
| Admin fee / account holder | $313 | $215+45.7% | $14,398-97.8% | $352-11.1% |