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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $74,289 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $11,001 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,312 | $155,795-67.7% | $136,298-63.1% | $69,631-27.7% |
| Participation rate | 30.3% | 75.2%-44.9pp | 81.9%-51.6pp | 70.7%-40.4pp |
| Annual return | 16.71% | 232464.33%-232447.6pp | 5156.27%-5139.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $856 | $2,991-71.4% | $4,696-81.8% | $2,032-57.9% |
| Participant deferral / active EE | $1,601 | $5,394-70.3% | $6,247-74.4% | $3,224-50.3% |
| Admin fee / account holder | $505 | $128+293.5% | $9,244-94.5% | $110+357.0% |