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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $7,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,056 | $78,423-78.3% | $95,964-82.2% | $79,856-78.6% |
| Participation rate | 31.1% | 73.5%-42.4pp | 77.1%-46.0pp | 69.6%-38.5pp |
| Annual return | 18.25% | 19.37%-1.1pp | 91.64%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $684 | $1,945-64.8% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $1,201 | $3,440-65.1% | $4,167-71.2% | $3,741-67.9% |
| Admin fee / account holder | $161 | $5,622-97.1% | $6,797-97.6% | $5,306-97.0% |