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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $46,442 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $10,007 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $4,491 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $4,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,815 | $39,948-22.9% | $89,435-65.5% | $73,412-58.0% |
| Participation rate | 28.0% | 50.4%-22.4pp | 68.0%-40.0pp | 72.2%-44.2pp |
| Annual return | 8.03% | 50.12%-42.1pp | 245.55%-237.5pp | 59.30%-51.3pp |
| Employer contribution / active EE | $604 | $1,200-49.7% | $2,587-76.7% | $2,234-73.0% |
| Participant deferral / active EE | $1,323 | $2,193-39.7% | $3,890-66.0% | $3,806-65.2% |
| Admin fee / account holder | $274 | $134+104.0% | $4,884-94.4% | $158+73.4% |