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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $291,115 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $35,007 |
OPTIMUM EMPLOYER SOLUTIONS6+ years Service code 13 · EIN 76-0828248 | Contract Administrator | $26,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,206 | $45,000-10.7% | $143,788-72.0% | $77,906-48.4% |
| Participation rate | 51.5% | 66.8%-15.3pp | 80.3%-28.8pp | 73.7%-22.1pp |
| Annual return | -19.14% | 29.03%-48.2pp | -0.03%-19.1pp | 12.16%-31.3pp |
| Employer contribution / active EE | $1,488 | $1,870-20.4% | $4,952-70.0% | $2,846-47.7% |
| Participant deferral / active EE | $4,258 | $3,157+34.9% | $5,638-24.5% | $4,805-11.4% |
| Admin fee / account holder | $231 | $98+134.6% | $14,675-98.4% | $133+74.1% |