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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $109,994 |
Filed as: ONE DIGITAL Service code 27 7755 IRVINE CENTER DRIVE, SUITE 500 · IRVINE, CA 92618 | Advisory (Plan) | $30,000 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 49 · EIN 33-0499726 | Other Services | $28,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.