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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $24,032 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $23,793 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,430 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,927 | $45,119-38.1% | $85,126-67.2% | $74,429-62.5% |
| Participation rate | 49.1% | 49.4%-0.3pp | 67.5%-18.4pp | 67.2%-18.1pp |
| Annual return | -55.29% | 26.28%-81.6pp | 66.63%-121.9pp | 1368.38%-1423.7pp |
| Employer contribution / active EE | $1,346 | $1,460-7.8% | $2,731-50.7% | $2,625-48.7% |
| Participant deferral / active EE | $3,066 | $2,738+12.0% | $4,523-32.2% | $4,348-29.5% |
| Admin fee / account holder | $590 | $2,214-73.4% | $6,160-90.4% | $1,944-69.7% |