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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $33,427 |
ALL PEO, INC.2 years Service code 14 · EIN 93-1231290 | Plan Administrator | $7,498 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,370 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,806 | $45,126-29.5% | $85,187-62.7% | $74,459-57.3% |
| Participation rate | 66.1% | 49.4%+16.8pp | 67.5%-1.4pp | 67.2%-1.1pp |
| Annual return | 15.56% | 26.30%-10.7pp | 66.67%-51.1pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,533 | $1,460+5.0% | $2,732-43.9% | $2,626-41.6% |
| Participant deferral / active EE | $4,802 | $2,738+75.4% | $4,525+6.1% | $4,350+10.4% |
| Admin fee / account holder | $326 | $2,212-85.2% | $6,162-94.7% | $1,945-83.2% |