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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $68,168 |
Service code 99 · EIN 47-1411118 | Other Fees | $23,274 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $20,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.