Filed October 15, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP LLC Service code 16 · EIN 20-8394397 | Consulting | $48,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM INSTITUTIONAL INVEST, INC. Service code 26 · EIN 13-4062153 | Advisory (Participants) | $20,414 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,605 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,006 | $72,770+80.0% | $67,652+93.6% | $55,191+137.4% |
| Participation rate | 99.2% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | -0.10% | -3.26%+3.2pp | 6625.40%-6625.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $5,265 | $1,769+197.6% | $2,266+132.4% | $1,899+177.3% |
| Participant deferral / active EE | $11,169 | $3,408+227.7% | $3,560+213.8% | $3,046+266.6% |
| Admin fee / account holder | $112 | $79+42.7% | $4,821-97.7% | $91+23.9% |