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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $190,463 |
HR & P SOLUTIONS, INC.3+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $47,456 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $33,634 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $10,000 |
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 | $52,747 | $155,795-66.1% | $136,298-61.3% | $69,631-24.2% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 70.7%-19.0pp |
| Annual return | 16.70% | 232464.33%-232447.6pp | 5156.27%-5139.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,936 | $2,991-35.3% | $4,696-58.8% | $2,032-4.8% |
| Participant deferral / active EE | $3,796 | $5,394-29.6% | $6,247-39.2% | $3,224+17.8% |
| Admin fee / account holder | $427 | $128+232.6% | $9,244-95.4% | $110+286.3% |