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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING11+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $23,572 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $21,331 |
LEE CPA AUDIT GROUP3 years Service code 10 · EIN 81-4637885 | Accounting | $11,300 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,577 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.