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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $67,803 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,935 |
PASSIOHR, INC.3+ years Service code 14 · EIN 87-1469874 | Plan Administrator | $15,377 |
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.)
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 | $54,641 | $101,499-46.2% | $147,005-62.8% | $74,546-26.7% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.5pp | 67.2%-3.5pp |
| Annual return | 16.55% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $3,870 | $3,811+1.6% | $4,934-21.6% | $2,624+47.5% |
| Participant deferral / active EE | $6,025 | $7,304-17.5% | $8,070-25.3% | $4,347+38.6% |
| Admin fee / account holder | $521 | $1,748-70.2% | $13,006-96.0% | $1,944-73.2% |