Filed April 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $32,312 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,460 | $44,473-63.0% | $76,523-78.5% | $55,725-70.5% |
| Participation rate | 31.9% | 51.0%-19.1pp | 68.0%-36.1pp | 70.9%-39.0pp |
| Annual return | 0.00% | -2.01%+2.0pp | -0.27%+0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $591 | $1,101-46.3% | $2,647-77.7% | $2,078-71.6% |
| Participant deferral / active EE | $1,824 | $1,988-8.3% | $3,835-52.5% | $3,356-45.7% |
| Admin fee / account holder | $81 | $134-39.3% | $4,848-98.3% | $115-29.4% |