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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $43,704 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,590 |
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 | $55,040 | $45,126+22.0% | $85,187-35.4% | $74,459-26.1% |
| Participation rate | 78.0% | 49.4%+28.6pp | 67.5%+10.4pp | 67.2%+10.7pp |
| Annual return | 5.40% | 26.30%-20.9pp | 66.67%-61.3pp | 1369.70%-1364.3pp |
| Employer contribution / active EE | $1,304 | $1,460-10.7% | $2,732-52.3% | $2,626-50.4% |
| Participant deferral / active EE | $3,162 | $2,738+15.5% | $4,525-30.1% | $4,350-27.3% |
| Admin fee / account holder | $438 | $2,212-80.2% | $6,162-92.9% | $1,945-77.5% |