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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $58,975 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $10,056 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,779 | $56,134+13.6% | $96,192-33.7% | $85,851-25.7% |
| Participation rate | 57.9% | 56.7%+1.2pp | 68.4%-10.6pp | 69.3%-11.4pp |
| Annual return | -32.19% | 42.30%-74.5pp | 192.09%-224.3pp | 318.63%-350.8pp |
| Employer contribution / active EE | $1,229 | $1,620-24.1% | $2,799-56.1% | $2,565-52.1% |
| Participant deferral / active EE | $4,586 | $2,858+60.5% | $4,351+5.4% | $3,952+16.0% |
| Admin fee / account holder | $690 | $3,769-81.7% | $5,539-87.5% | $6,261-89.0% |