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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,806 | $44,960-29.3% | $84,966-62.6% | $74,495-57.3% |
| Participation rate | 66.1% | 49.4%+16.8pp | 67.5%-1.4pp | 67.2%-1.1pp |
| Annual return | 15.56% | 26.24%-10.7pp | 66.38%-50.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,533 | $1,457+5.2% | $2,727-43.8% | $2,623-41.6% |
| Participant deferral / active EE | $4,802 | $2,731+75.9% | $4,519+6.3% | $4,346+10.5% |
| Admin fee / account holder | $326 | $2,209-85.2% | $6,149-94.7% | $1,942-83.2% |