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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $406,129 |
XCEL MANAGEMENT1+ years Filed as: XCEL MANAGEMENT, INC Service code 14 · EIN 27-1303855 | Plan Administrator | $34,572 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND CORPORATION Service code 28 · EIN 59-2749576 | Investment Management | $25,322 |
COOGAN RE INC1+ years Filed as: COOGAN RE INC. Service code 23 1332 CHESHIRE LANE · BEL AIR, MD 21014 | Insurance services | $13,507 |
TEMPLETON & COMPANY LLP1+ years Filed as: TEMPLETON & CO. Service code 10 · EIN 14-1918990 | Accounting | $11,750 |
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.
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 | $53,565 | $40,278+33.0% | $80,648-33.6% | $80,169-33.2% |
| Participation rate | 58.8% | 47.5%+11.3pp | 67.0%-8.2pp | 72.9%-14.1pp |
| Annual return | 0.73% | 50.86%-50.1pp | 937.21%-936.5pp | 40.39%-39.7pp |
| Employer contribution / active EE | $3,247 | $1,332+143.7% | $2,724+19.2% | $2,978+9.0% |
| Participant deferral / active EE | $5,345 | $2,696+98.3% | $4,443+20.3% | $5,016+6.6% |
| Admin fee / account holder | $324 | $210+53.9% | $5,382-94.0% | $145+123.4% |