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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping Fees | $142,281 |
LUIS QUINONES1+ years Service code 28 · EIN 59-7203337 654 PLAZA STE 923 MUNOZ RIVERA AVE · SAN JUAN, PR 00918 | Investment Management | $10,926 |
IRON FIDUCIARY1+ years Service code 28 · EIN 99-9552241 630 DUNDEE RD · NORTHBROOK, IL 60062 | Investment Management | $833 |
OSAIC WEALTH INC1+ years Filed as: OSAIC WEALTH INC. Service code 28 · EIN 93-0987232 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.