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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $27,075 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,149 | $45,109-55.3% | $85,240-76.4% | $77,762-74.1% |
| Participation rate | 13.1% | 48.7%-35.6pp | 67.5%-54.5pp | 70.6%-57.5pp |
| Annual return | 13.28% | 79.55%-66.3pp | 66.75%-53.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $404 | $1,602-74.8% | $2,735-85.2% | $2,728-85.2% |
| Participant deferral / active EE | $612 | $2,814-78.2% | $4,527-86.5% | $4,651-86.8% |
| Admin fee / account holder | $203 | $915-77.8% | $6,165-96.7% | $433-53.0% |