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| Provider | Service type | Compensation |
|---|---|---|
STONECREST ADVISORS, INC.2+ years Service code 27 300 W 6TH STREET · AUSTIN, TX 78701 | Advisory (Plan) | $19,626 |
EMPOWER ADVISORY GROUP, LLC2+ years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,621 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BUILDING 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $2,180 |
EMPOWER ADVISORY GROUP, LLC2+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,007 |
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.
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.