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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $57,781 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,339 |
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 | $64,189 | $33,067+94.1% | $76,518-16.1% | $56,289+14.0% |
| Participation rate | 64.4% | 55.4%+9.0pp | 68.0%-3.6pp | 69.9%-5.5pp |
| Annual return | -4.98% | 2.72%-7.7pp | -0.27%-4.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,227 | $1,200+85.5% | $2,647-15.9% | $2,111+5.5% |
| Participant deferral / active EE | $4,279 | $2,240+91.0% | $3,836+11.6% | $3,350+27.7% |
| Admin fee / account holder | $429 | $537-20.0% | $4,849-91.1% | $521-17.6% |