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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $433,802 |
XCEL MANAGEMENT2+ years Filed as: XCEL MANAGEMENT, INC Service code 14 · EIN 88-4345709 | Plan Administrator | $79,850 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND CORPORATION Service code 28 · EIN 59-2749576 | Investment Management | $46,018 |
COOGAN RE INC2+ years Filed as: COOGAN RE INC. Service code 23 1332 CHESHIRE LANE · BEL AIR, MD 21014 | Insurance services | $13,532 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $12,632 |
TEMPLETON & COMPANY LLP2+ years Filed as: TEMPLETON & CO. Service code 10 · EIN 14-1918990 | Accounting | $12,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,310 | $44,898+18.7% | $85,187-37.4% | $199,960-73.3% |
| Participation rate | 64.5% | 45.7%+18.7pp | 67.5%-3.0pp | 72.0%-7.5pp |
| Annual return | 11.13% | 20.98%-9.9pp | 66.67%-55.5pp | 34.28%-23.2pp |
| Employer contribution / active EE | $2,879 | $1,367+110.5% | $2,732+5.4% | $3,036-5.2% |
| Participant deferral / active EE | $5,655 | $2,670+111.8% | $4,525+25.0% | $5,087+11.2% |
| Admin fee / account holder | $364 | $585-37.9% | $6,162-94.1% | $269+35.1% |