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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORS LLC Service code 27 250 W. 96TH STREET · INDIANAPOLIS, IN 46260 | Advisory (Plan) | $23,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.