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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $205,580 |
HR & P SOLUTIONS, INC.4+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $53,038 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $36,287 |
WEINSTEIN ZUGMAN, LLC2 years Service code 10 · EIN 20-0453834 | Accounting | $10,200 |
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 | $40,023 | $88,874-55.0% | $123,553-67.6% | $75,289-46.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.3%-25.2pp | 72.4%-15.3pp |
| Annual return | 0.42% | 4.22%-3.8pp | 119.21%-118.8pp | -0.04%+0.5pp |
| Employer contribution / active EE | $1,783 | $3,256-45.2% | $4,628-61.5% | $2,405-25.8% |
| Participant deferral / active EE | $3,524 | $6,174-42.9% | $6,426-45.2% | $3,739-5.8% |
| Admin fee / account holder | $327 | $95+245.9% | $9,284-96.5% | $102+219.7% |