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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $143,381 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $27,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,726 | $106,028-74.8% | $146,958-81.8% | $77,643-65.6% |
| Participation rate | 48.3% | 78.4%-30.1pp | 82.2%-33.9pp | 70.6%-22.3pp |
| Annual return | 8.63% | 56.73%-48.1pp | 418.34%-409.7pp | 31.24%-22.6pp |
| Employer contribution / active EE | $1,107 | $4,063-72.8% | $4,933-77.6% | $2,726-59.4% |
| Participant deferral / active EE | $2,808 | $7,990-64.9% | $8,070-65.2% | $4,647-39.6% |
| Admin fee / account holder | $308 | $337-8.7% | $12,998-97.6% | $430-28.4% |