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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.6+ years Service code 16 · EIN 66-0591759 | Consulting | $18,499 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $9,618 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.