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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1+ years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $24,777 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $13,760 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS INVESTMENT ADVISORS, LLC Service code 27 9448 BRADMORE LANE · OOLTEWAH, TN 37363 | Advisory (Plan) | $6,593 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
JOULE FINANCIAL1+ years Service code 27 1216 S. BROADWAY · LEXINGTON, KY 40504 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.