Filed July 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $327,997 |
THE CENTURION GROUP, LLC2+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $105,000 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $29,500 |
DECHERT LLP1 year Service code 29 · EIN 23-1425587 | Legal | $19,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,570 | $49,270-3.4% | $156,551-69.6% | $329,111-85.5% |
| Participation rate | 42.8% | 68.1%-25.3pp | 84.0%-41.2pp | 67.9%-25.0pp |
| Annual return | 8.45% | 23.25%-14.8pp | 32.23%-23.8pp | 16.35%-7.9pp |
| Employer contribution / active EE | $745 | $1,534-51.5% | $5,501-86.5% | $2,303-67.7% |
| Participant deferral / active EE | $2,268 | $2,920-22.3% | $4,871-53.4% | $3,682-38.4% |
| Admin fee / account holder | $15 | $51-70.9% | $13,028-99.9% | $754-98.0% |