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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $83,363 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $12,683 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,942 | $104,317-57.9% | $159,436-72.4% | $86,799-49.4% |
| Participation rate | 44.7% | 77.7%-33.0pp | 82.8%-38.1pp | 72.3%-27.6pp |
| Annual return | 12.56% | 26.32%-13.8pp | 263.57%-251.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,337 | $3,451-61.3% | $4,829-72.3% | $2,405-44.4% |
| Participant deferral / active EE | $2,241 | $6,837-67.2% | $7,352-69.5% | $4,131-45.8% |
| Admin fee / account holder | $378 | $172+119.6% | $10,799-96.5% | $170+123.0% |