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| Provider | Service type | Compensation |
|---|---|---|
UNITED MISSOURI BANK1 year Service code 27 928 GRAND AVENUE · KANSAS CITY, MO 64106 | Advisory (Plan) | $16,944 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.