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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 | $101,653-2.8% | $147,080-32.8% | $74,459+32.7% |
| Participation rate | 68.3% | 75.6%-7.3pp | 82.2%-13.9pp | 67.2%+1.1pp |
| Annual return | 16.71% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $956 | $3,813-74.9% | $4,933-80.6% | $2,626-63.6% |
| Participant deferral / active EE | $5,873 | $7,304-19.6% | $8,066-27.2% | $4,350+35.0% |
| Admin fee / account holder | $305 | $1,752-82.6% | $12,989-97.7% | $1,945-84.3% |