Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $44,897+21.0% | $85,063-36.1% | $199,874-72.8% |
| Participation rate | 66.2% | 45.7%+20.5pp | 67.5%-1.3pp | 72.0%-5.8pp |
| Annual return | 37.38% | 20.96%+16.4pp | 66.54%-29.2pp | 34.28%+3.1pp |
| Employer contribution / active EE | $2,158 | $1,365+58.1% | $2,727-20.9% | $3,036-28.9% |
| Participant deferral / active EE | $5,510 | $2,668+106.5% | $4,523+21.8% | $5,090+8.3% |
| Admin fee / account holder | $324 | $584-44.5% | $6,155-94.7% | $269+20.4% |