| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $2,418,967 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $930,806 |
G&A OUTSOURCING7 years Service code 14 · EIN 76-0461926 | Plan Administrator | $528,230 |
NEAL FINANCIAL GROUP, LP8+ years Service code 26 1770 ST JAMES PLACE, STE 360 · HOUSTON, TX 77056 | Advisory (Participants) | $26,949 |
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 | $72,153 | $35,293+104.4% | $77,113-6.4% | $89,433-19.3% |
| Participation rate | 1.2% | 31.3%-30.1pp | 67.9%-66.7pp | 71.3%-70.0pp |
| Annual return | -1.08% | -5.92%+4.8pp | 42.37%-43.4pp | -11.88%+10.8pp |
| Employer contribution / active EE | $1,511 | $695+117.3% | $2,815-46.3% | $3,021-50.0% |
| Participant deferral / active EE | $3,469 | $1,764+96.6% | $4,430-21.7% | $5,125-32.3% |
| Admin fee / account holder | $345 | $105+228.1% | $5,445-93.7% | $79+334.1% |