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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $53,784 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,130 | $95,388-76.8% | $125,363-82.3% | $77,906-71.6% |
| Participation rate | 61.3% | 78.6%-17.3pp | 82.4%-21.1pp | 73.7%-12.4pp |
| Annual return | 145.73% | 116.19%+29.5pp | 572.15%-426.4pp | 12.16%+133.6pp |
| Employer contribution / active EE | $2,145 | $3,666-41.5% | $4,815-55.4% | $2,846-24.6% |
| Participant deferral / active EE | $4,858 | $7,711-37.0% | $7,447-34.8% | $4,805+1.1% |
| Admin fee / account holder | $78 | $119-34.7% | $10,005-99.2% | $133-41.5% |