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| Provider | Service type | Compensation |
|---|---|---|
CENTAURUS FINANCIAL INC6 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 928066047 | Other Commissions | $5,680 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Recordkeeping | $947 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,742 | $49,451-7.5% | $79,550-42.5% | $66,914-31.6% |
| Participation rate | 30.7% | 61.3%-30.6pp | 69.5%-38.8pp | 69.8%-39.1pp |
| Annual return | 2.08% | 84.25%-82.2pp | 0.16%+1.9pp | 1.58%+0.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $768 | $3,159-75.7% | $3,985-80.7% | $4,237-81.9% |
| Admin fee / account holder | $35 | $595-94.1% | $6,832-99.5% | $593-94.1% |