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| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC3+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $42,760 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,474 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,732 | $155,795-46.3% | $136,298-38.6% | $69,631+20.3% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 70.7%+14.7pp |
| Annual return | 25.58% | 232464.33%-232438.8pp | 5156.27%-5130.7pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $3,183 | $2,991+6.4% | $4,696-32.2% | $2,032+56.6% |
| Participant deferral / active EE | $7,788 | $5,394+44.4% | $6,247+24.7% | $3,224+141.6% |
| Admin fee / account holder | $138 | $128+8.0% | $9,244-98.5% | $110+25.4% |