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| Provider | Service type | Compensation |
|---|---|---|
Filed as: 1834 INVESTMENT ADVISORS CO. Service code 99 · EIN 39-1230894 | Other Fees | $28,862 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,596 |
LPL FINANCIAL7 years Service code 99 · EIN 04-3046611 | Other Fees | $10,798 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.