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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $486,872 |
XMT SERVICES, INC.3+ years Service code 14 · EIN 88-4345709 | Plan Administrator | $119,093 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND CORPORATION Service code 28 · EIN 59-2749576 | Investment Management | $49,328 |
TEMPLETON & COMPANY LLP3+ years Filed as: TEMPLETON & CO. Service code 10 · EIN 14-1918990 | Accounting | $12,500 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $11,977 |
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 | $54,213 | $53,236+1.8% | $86,233-37.1% | $103,975-47.9% |
| Participation rate | 70.0% | 34.4%+35.6pp | 69.0%+1.0pp | 72.5%-2.6pp |
| Annual return | 18.44% | 16.04%+2.4pp | 61.39%-42.9pp | 19.41%-1.0pp |
| Employer contribution / active EE | $2,974 | $1,362+118.4% | $2,504+18.8% | $3,722-20.1% |
| Participant deferral / active EE | $6,000 | $2,309+159.9% | $4,559+31.6% | $5,343+12.3% |
| Admin fee / account holder | $331 | $2,172-84.7% | $8,342-96.0% | $332-0.3% |