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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $163,470 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,229 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 489 W SOUTH JORDAN PKW #310 · SOUTH JORDAN, UT 84095 | Advisory (Plan) | $14,421 |
CARDINAL SERVICES, INC.9 years Service code 14 · EIN 93-0985752 | Plan Administrator | $1,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,250 | $52,224-57.4% | $88,946-75.0% | $102,872-78.4% |
| Participation rate | 45.3% | 40.8%+4.6pp | 68.8%-23.5pp | 73.0%-27.7pp |
| Annual return | 12.29% | 16.96%-4.7pp | 57.82%-45.5pp | 19.06%-6.8pp |
| Employer contribution / active EE | $738 | $1,241-40.5% | $2,555-71.1% | $3,526-79.1% |
| Participant deferral / active EE | $1,803 | $2,611-31.0% | $4,581-60.6% | $5,535-67.4% |
| Admin fee / account holder | $192 | $1,723-88.9% | $8,261-97.7% | $292-34.3% |