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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $60,914 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,354 |
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.
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 | $59,464 | $36,767+61.7% | $81,473-27.0% | $62,293-4.5% |
| Participation rate | 55.4% | 54.4%+1.0pp | 68.0%-12.6pp | 69.5%-14.1pp |
| Annual return | 9.50% | 173.80%-164.3pp | 38.78%-29.3pp | 28.90%-19.4pp |
| Employer contribution / active EE | $1,498 | $1,128+32.7% | $2,568-41.7% | $2,042-26.7% |
| Participant deferral / active EE | $3,116 | $2,111+47.6% | $3,537-11.9% | $3,169-1.7% |
| Admin fee / account holder | $409 | $797-48.7% | $4,561-91.0% | $479-14.7% |