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| Provider | Service type | Compensation |
|---|---|---|
SALVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $275,256 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $85,428 |
KOBO WEALTH CONSERVANCY1+ years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 26 · EIN 20-8546080 | Advisory (Participants) | $84,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,244 | $81,301-28.4% | $76,089-23.5% | $199,921-70.9% |
| Participation rate | 53.9% | 70.1%-16.1pp | 69.1%-15.1pp | 72.0%-18.1pp |
| Annual return | 29.77% | 16.31%+13.5pp | 360.94%-331.2pp | 34.28%-4.5pp |
| Employer contribution / active EE | $1,985 | $3,352-40.8% | $2,690-26.2% | $3,035-34.6% |
| Participant deferral / active EE | $3,129 | $4,721-33.7% | $4,259-26.5% | $5,089-38.5% |
| Admin fee / account holder | $253 | $145+74.7% | $6,418-96.1% | $269-5.9% |