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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $950,798 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $260,186 |
AMPLIFY HR MANAGEMENT6 years Service code 14 · EIN 82-1671832 | Plan Administrator | $244,432 |
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 | $54,332 | $45,022+20.7% | $85,240-36.3% | $200,096-72.8% |
| Participation rate | 66.2% | 45.8%+20.4pp | 67.5%-1.3pp | 72.0%-5.8pp |
| Annual return | 37.38% | 21.00%+16.4pp | 66.75%-29.4pp | 34.26%+3.1pp |
| Employer contribution / active EE | $2,158 | $1,374+57.0% | $2,735-21.1% | $3,038-29.0% |
| Participant deferral / active EE | $5,510 | $2,682+105.4% | $4,527+21.7% | $5,090+8.3% |
| Admin fee / account holder | $324 | $585-44.6% | $6,165-94.7% | $269+20.3% |