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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $57,091 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,208 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,172 | $32,425+54.7% | $74,577-32.7% | $55,167-9.1% |
| Participation rate | 54.8% | 54.0%+0.7pp | 68.1%-13.4pp | 69.0%-14.2pp |
| Annual return | 5.50% | 10.63%-5.1pp | 20.47%-15.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,514 | $1,043+45.1% | $2,525-40.0% | $1,963-22.9% |
| Participant deferral / active EE | $2,623 | $1,995+31.5% | $3,458-24.2% | $3,054-14.1% |
| Admin fee / account holder | $368 | $748-50.8% | $4,138-91.1% | $504-27.0% |