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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $55,573 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $13,057 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,271 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $6,270 |
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).
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 | $35,571 | $40,435-12.0% | $80,648-55.9% | $74,473-52.2% |
| Participation rate | 38.4% | 47.4%-9.0pp | 67.0%-28.6pp | 70.7%-32.4pp |
| Annual return | -4.10% | 165.22%-169.3pp | 937.21%-941.3pp | 34.36%-38.5pp |
| Employer contribution / active EE | $921 | $1,498-38.5% | $2,724-66.2% | $2,638-65.1% |
| Participant deferral / active EE | $3,109 | $2,673+16.3% | $4,443-30.0% | $4,530-31.4% |
| Admin fee / account holder | $342 | $721-52.5% | $5,382-93.6% | $347-1.3% |