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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $364,177 |
HR & P SOLUTIONS, INC.10+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $99,329 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $93,426 |
WEINSTEIN ZUGMAN, LLC8 years Service code 10 · EIN 20-0453834 | Accounting | $10,680 |
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.
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 | $64,664 | $122,219-47.1% | $147,096-56.0% | $199,921-67.7% |
| Participation rate | 43.0% | 78.3%-35.2pp | 82.2%-39.2pp | 72.0%-29.0pp |
| Annual return | 9.51% | 30.59%-21.1pp | 419.75%-410.2pp | 34.28%-24.8pp |
| Employer contribution / active EE | $1,357 | $4,096-66.9% | $4,936-72.5% | $3,035-55.3% |
| Participant deferral / active EE | $3,384 | $8,503-60.2% | $8,071-58.1% | $5,089-33.5% |
| Admin fee / account holder | $454 | $179+153.3% | $13,005-96.5% | $269+68.6% |