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 | $1,911,971 |
THE CENTURION GROUP, LLC4+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $105,000 |
Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $19,747 |
DECHERT LLP3 years Service code 29 · EIN 23-1425587 | Legal | $13,648 |
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 | $45,712 | $46,969-2.7% | $154,110-70.3% | $73,367-37.7% |
| Participation rate | 54.0% | 72.4%-18.4pp | 83.0%-29.0pp | 69.5%-15.5pp |
| Annual return | -4.57% | 821.68%-826.2pp | 735.22%-739.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $930 | $1,723-46.0% | $5,298-82.4% | $2,499-62.8% |
| Participant deferral / active EE | $2,906 | $3,162-8.1% | $5,081-42.8% | $4,033-27.9% |
| Admin fee / account holder | $49 | $47+5.1% | $13,412-99.6% | $68-28.4% |