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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1+ years Service code 15 · EIN 85-0833363 535 KEISLER DRIVE · CARY, NC 27518 | Recordkeeping | $20,907 |
Filed as: WATER VALLEY INVESTMENT ADVIORS, I Service code 26 · EIN 74-2868680 1505 WEDGEFILED CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $10,072 |
EVERGREEN STRATEGIC WEALTH1+ years Service code 26 · EIN 61-1383537 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $9,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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.