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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC5 years Service code 13 · EIN 23-3038464 | Contract Administrator | $38,008 |
ATLAS WEALTH MANAGEMENT4 years Filed as: ATLAS WEALTH MANAGEMENT, LLC Service code 28 109 LONGWOOD CT · MALVERN, PA 19355 | Investment Management | $9,059 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.