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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $90,450 |
CARDINAL SERVICES, INC.4 years Service code 14 · EIN 93-0985752 | Plan Administrator | $19,075 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,440 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,824 | $46,219-72.3% | $89,435-85.7% | $90,274-85.8% |
| Participation rate | 51.7% | 44.9%+6.8pp | 68.0%-16.3pp | 73.4%-21.7pp |
| Annual return | -0.81% | 25.71%-26.5pp | 245.55%-246.4pp | 53.97%-54.8pp |
| Employer contribution / active EE | $412 | $953-56.8% | $2,587-84.1% | $2,523-83.7% |
| Participant deferral / active EE | $1,303 | $2,136-39.0% | $3,890-66.5% | $4,231-69.2% |
| Admin fee / account holder | $126 | $147-14.0% | $4,884-97.4% | $114+10.8% |