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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $98,278 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,902 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,921 | $106,264-65.3% | $147,117-74.9% | $77,762-52.5% |
| Participation rate | 49.6% | 78.4%-28.8pp | 82.2%-32.6pp | 70.6%-21.0pp |
| Annual return | 15.08% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,285 | $4,074-68.5% | $4,932-74.0% | $2,728-52.9% |
| Participant deferral / active EE | $2,782 | $8,003-65.2% | $8,065-65.5% | $4,651-40.2% |
| Admin fee / account holder | $388 | $334+16.2% | $12,993-97.0% | $433-10.3% |