Filed July 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP, LLC Service code 51 · EIN 20-8394397 | Investment Mgmt Fees | $105,000 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $29,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$219,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,138 | $46,516-0.8% | $147,618-68.7% | $69,651-33.8% |
| Participation rate | 41.9% | 65.8%-23.9pp | 84.6%-42.7pp | 66.6%-24.7pp |
| Annual return | 2.15% | 9.48%-7.3pp | 61.98%-59.8pp | 53.77%-51.6pp |
| Employer contribution / active EE | $735 | $1,393-47.3% | $5,564-86.8% | $2,241-67.2% |
| Participant deferral / active EE | $2,224 | $2,719-18.2% | $4,895-54.6% | $3,635-38.8% |
| Admin fee / account holder | -$3 | $45-106.2% | $11,612-100.0% | $63-104.4% |