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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $41,753 |
PASSIOHR, INC.1+ years Service code 14 · EIN 87-1469874 | Plan Administrator | $10,286 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,508 |
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.)
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 | $41,889 | $84,493-50.4% | $125,381-66.6% | $66,938-37.4% |
| Participation rate | 49.1% | 76.4%-27.3pp | 82.4%-33.3pp | 69.8%-20.7pp |
| Annual return | -7.73% | -8.49%+0.8pp | 572.31%-580.0pp | 1.58%-9.3pp |
| Employer contribution / active EE | $3,581 | $3,554+0.8% | $4,815-25.6% | $2,545+40.7% |
| Participant deferral / active EE | $5,874 | $6,783-13.4% | $7,448-21.1% | $4,238+38.6% |
| Admin fee / account holder | $380 | $685-44.5% | $10,007-96.2% | $594-36.0% |