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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,193 |
THE CENTURION GROUP, LLC5+ years Filed as: CENTURION GROUP Service code 27 · EIN 20-8374397 | Advisory (Plan) | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,145 | $86,332-25.7% | $125,175-48.8% | $65,185-1.6% |
| Participation rate | 80.4% | 75.3%+5.1pp | 79.8%+0.6pp | 70.2%+10.2pp |
| Annual return | 15.00% | 27.43%-12.4pp | 43.79%-28.8pp | 29.38%-14.4pp |
| Employer contribution / active EE | $940 | $2,040-53.9% | $3,865-75.7% | $2,177-56.8% |
| Participant deferral / active EE | $4,811 | $3,537+36.0% | $4,937-2.5% | $3,514+36.9% |
| Admin fee / account holder | $247 | $609-59.4% | $9,702-97.5% | $847-70.8% |