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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $278,159 |
HR & P SOLUTIONS, INC.6+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $66,244 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $45,440 |
WEINSTEIN ZUGMAN, LLC4 years Service code 10 · EIN 20-0453834 | Accounting | $6,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $41,807 | $127,481-67.2% | $149,745-72.1% | $90,274-53.7% |
| Participation rate | 42.6% | 78.2%-35.6pp | 82.5%-39.9pp | 73.4%-30.7pp |
| Annual return | -3.50% | 57.78%-61.3pp | 276.72%-280.2pp | 53.97%-57.5pp |
| Employer contribution / active EE | $1,064 | $3,448-69.1% | $4,646-77.1% | $2,523-57.8% |
| Participant deferral / active EE | $2,186 | $6,975-68.7% | $6,843-68.1% | $4,231-48.3% |
| Admin fee / account holder | $324 | $152+113.4% | $9,312-96.5% | $114+183.8% |