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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $37,302 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,578 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,698 | $45,872+43.2% | $77,100-14.8% | $68,490-4.1% |
| Participation rate | 58.7% | 55.9%+2.8pp | 67.9%-9.2pp | 67.9%-9.2pp |
| Annual return | -25.32% | 1.73%-27.0pp | 42.35%-67.7pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,045 | $1,650-36.6% | $2,815-62.9% | $2,597-59.7% |
| Participant deferral / active EE | $6,537 | $2,963+120.6% | $4,430+47.6% | $4,028+62.3% |
| Admin fee / account holder | $606 | $3,041-80.1% | $5,443-88.9% | $5,403-88.8% |