| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $2,195,447 |
G&A OUTSOURCING6 years Service code 14 · EIN 76-0461926 | Plan Administrator | $893,516 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $720,401 |
NEAL FINANCIAL GROUP, LP7+ years Service code 26 1770 ST JAMES PLACE, STE 360 · HOUSTON, TX 77056 | Advisory (Participants) | $25,571 |
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).
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 | $72,677 | $104,165-30.2% | $96,188-24.4% | $106,520-31.8% |
| Participation rate | 8.9% | 31.3%-22.4pp | 68.4%-59.5pp | 71.3%-62.4pp |
| Annual return | 39.66% | 25.28%+14.4pp | 192.12%-152.5pp | 19.28%+20.4pp |
| Employer contribution / active EE | $1,403 | $599+134.1% | $2,800-49.9% | $2,840-50.6% |
| Participant deferral / active EE | $3,431 | $1,572+118.3% | $4,350-21.1% | $4,948-30.6% |
| Admin fee / account holder | $369 | $98+276.6% | $5,538-93.3% | $75+395.3% |