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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $23,352 |
Filed as: SLAVIC MUTUAL FUND MANAGEDMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,342 |
Service code 14 · EIN 82-4151304 | Plan Administrator | $10,191 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,595 | $34,634+95.2% | $77,096-12.3% | $64,819+4.3% |
| Participation rate | 24.8% | 49.8%-25.1pp | 67.9%-43.2pp | 71.5%-46.7pp |
| Annual return | -14.96% | -5.31%-9.6pp | 42.35%-57.3pp | 32.84%-47.8pp |
| Employer contribution / active EE | $415 | $1,385-70.0% | $2,814-85.3% | $2,507-83.4% |
| Participant deferral / active EE | $1,027 | $2,553-59.8% | $4,429-76.8% | $4,311-76.2% |
| Admin fee / account holder | $469 | $178+163.0% | $5,428-91.4% | $188+149.6% |