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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $167,731 |
HR & P SOLUTIONS, INC.1+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $38,961 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $31,292 |
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.
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 | $39,029 | $88,324-55.8% | $115,038-66.1% | $55,191-29.3% |
| Participation rate | 59.8% | 72.5%-12.7pp | 81.4%-21.5pp | 69.2%-9.3pp |
| Annual return | -25.94% | 6.30%-32.2pp | 26.14%-52.1pp | 10.78%-36.7pp |
| Employer contribution / active EE | $3,223 | $2,805+14.9% | $4,608-30.1% | $1,899+69.7% |
| Participant deferral / active EE | $6,049 | $5,042+20.0% | $6,026+0.4% | $3,046+98.6% |
| Admin fee / account holder | $419 | $105+297.6% | $8,175-94.9% | $91+361.5% |