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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $28,500 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $17,514 |
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.)
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 | $98,821 | $101,591-2.7% | $147,096-32.8% | $74,429+32.8% |
| Participation rate | 68.3% | 75.5%-7.2pp | 82.2%-13.9pp | 67.2%+1.1pp |
| Annual return | 16.71% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $956 | $3,813-74.9% | $4,936-80.6% | $2,625-63.6% |
| Participant deferral / active EE | $5,873 | $7,302-19.6% | $8,071-27.2% | $4,348+35.1% |
| Admin fee / account holder | $305 | $1,750-82.6% | $13,005-97.7% | $1,944-84.3% |