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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $56,842 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,644 |
PASSIOHR, INC.2+ years Service code 14 · EIN 87-1469874 | Plan Administrator | $13,130 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,784 | $91,407-46.6% | $135,903-64.1% | $71,457-31.7% |
| Participation rate | 60.4% | 75.7%-15.2pp | 81.9%-21.5pp | 67.9%-7.5pp |
| Annual return | 14.26% | 29.90%-15.6pp | 68.23%-54.0pp | 28.85%-14.6pp |
| Employer contribution / active EE | $4,965 | $3,703+34.1% | $4,856+2.2% | $2,588+91.9% |
| Participant deferral / active EE | $7,686 | $7,092+8.4% | $7,758-0.9% | $4,289+79.2% |
| Admin fee / account holder | $486 | $1,266-61.6% | $10,762-95.5% | $1,587-69.4% |