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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $171,059 |
HR & P SOLUTIONS, INC.2+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $40,508 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $29,965 |
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.)
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 | $42,903 | $80,177-46.5% | $123,894-65.4% | $57,658-25.6% |
| Participation rate | 59.6% | 74.4%-14.9pp | 81.4%-21.8pp | 70.2%-10.7pp |
| Annual return | 18.83% | 17.90%+0.9pp | 47.52%-28.7pp | 5.13%+13.7pp |
| Employer contribution / active EE | $1,972 | $2,913-32.3% | $4,617-57.3% | $1,974-0.1% |
| Participant deferral / active EE | $3,911 | $5,130-23.8% | $5,984-34.6% | $3,061+27.8% |
| Admin fee / account holder | $358 | $106+236.6% | $8,357-95.7% | $95+278.5% |