Filed April 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $54,873 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,790 | $46,219-52.9% | $89,400-75.6% | $90,274-75.9% |
| Participation rate | 19.7% | 44.9%-25.1pp | 68.0%-48.2pp | 73.4%-53.6pp |
| Annual return | 18.70% | 25.71%-7.0pp | 245.64%-226.9pp | 53.97%-35.3pp |
| Employer contribution / active EE | $459 | $953-51.9% | $2,586-82.3% | $2,523-81.8% |
| Participant deferral / active EE | $1,508 | $2,136-29.4% | $3,890-61.2% | $4,231-64.4% |
| Admin fee / account holder | $109 | $147-25.8% | $4,882-97.8% | $114-4.5% |