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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 99 | Other Fees | $36,114 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $9,189 |
Filed as: PREMIER RETIREMENT SERVICES INC. Service code 49 | Other Services | $4,848 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS, INC. Service code 99 · EIN 74-3257877 | Other Fees | $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.)
The auditor signed off without reservation. This is the cleanest opinion.