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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $1,143,081 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $300,169 |
AMPLIFY HR MANAGEMENT7 years Service code 14 · EIN 82-1671832 | Plan Administrator | $286,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,351 | $53,236+5.9% | $86,233-34.7% | $103,975-45.8% |
| Participation rate | 69.5% | 34.4%+35.2pp | 69.0%+0.5pp | 72.5%-3.0pp |
| Annual return | 13.38% | 16.04%-2.7pp | 61.39%-48.0pp | 19.41%-6.0pp |
| Employer contribution / active EE | $2,037 | $1,362+49.6% | $2,504-18.7% | $3,722-45.3% |
| Participant deferral / active EE | $5,280 | $2,309+128.7% | $4,559+15.8% | $5,343-1.2% |
| Admin fee / account holder | $342 | $2,172-84.3% | $8,342-95.9% | $332+2.7% |