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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $26,213 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,244 | $79,694-87.1% | $96,192-89.4% | $79,389-87.1% |
| Participation rate | 94.5% | 54.0%+40.5pp | 68.4%+26.1pp | 70.7%+23.8pp |
| Annual return | 0.00% | 40.84%-40.8pp | 192.09%-192.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $2,138 | $1,443+48.2% | $2,799-23.6% | $2,428-11.9% |
| Participant deferral / active EE | $4,290 | $2,539+69.0% | $4,351-1.4% | $4,046+6.0% |
| Admin fee / account holder | $63 | $630-90.0% | $5,539-98.9% | $626-90.0% |