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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $65,867 |
TANDIUM CORPORATION4+ years Service code 14 · EIN 52-1995727 | Plan Administrator | $16,141 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,926 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,165 | $101,499-57.5% | $147,005-70.6% | $74,546-42.1% |
| Participation rate | 82.2% | 75.5%+6.7pp | 82.2%+0.1pp | 67.2%+15.0pp |
| Annual return | 18.41% | 8732.34%-8713.9pp | 418.76%-400.4pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $2,326 | $3,811-39.0% | $4,934-52.9% | $2,624-11.4% |
| Participant deferral / active EE | $7,415 | $7,304+1.5% | $8,070-8.1% | $4,347+70.6% |
| Admin fee / account holder | $320 | $1,748-81.7% | $13,006-97.5% | $1,944-83.5% |