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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $120,122 |
CARDINAL SERVICES, INC.6 years Service code 14 · EIN 93-0985752 | Plan Administrator | $25,391 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,600 | $37,418-63.7% | $77,100-82.4% | $77,906-82.5% |
| Participation rate | 41.8% | 46.9%-5.1pp | 67.9%-26.1pp | 73.7%-31.9pp |
| Annual return | -14.90% | -7.13%-7.8pp | 42.35%-57.3pp | 12.16%-27.1pp |
| Employer contribution / active EE | $652 | $1,200-45.7% | $2,815-76.8% | $2,846-77.1% |
| Participant deferral / active EE | $1,627 | $2,572-36.7% | $4,430-63.3% | $4,805-66.1% |
| Admin fee / account holder | $154 | $126+22.5% | $5,443-97.2% | $133+16.5% |