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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $828,076 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: WILLIAM C. EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $120,534 |
BUCKINGHAM ASSET MANAGEMENT1+ years Filed as: FOCUS PARTNERS WEALTH Service code 27 · EIN 90-0751149 | Advisory (Plan) | $75,000 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $34,167 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,450 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.