Filed July 20, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,056,048 |
THE CENTURION GROUP, LLC5+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $61,250 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,750 |
TORRILLO & ASSOCIATES, LLC3 years Service code 10 · EIN 83-0414789 | Accounting | $20,328 |
DECHERT LLP4 years Service code 29 · EIN 23-1424325 | Legal | $7,031 |
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 | $54,506 | $58,202-6.3% | $172,757-68.4% | $89,609-39.2% |
| Participation rate | 55.4% | 72.8%-17.4pp | 82.6%-27.2pp | 69.6%-14.1pp |
| Annual return | 24.15% | 61.59%-37.4pp | 803.06%-778.9pp | 33.65%-9.5pp |
| Employer contribution / active EE | $899 | $1,759-48.9% | $5,144-82.5% | $2,584-65.2% |
| Participant deferral / active EE | $3,186 | $3,335-4.5% | $5,198-38.7% | $4,222-24.5% |
| Admin fee / account holder | $49 | $53-6.0% | $13,956-99.6% | $72-31.0% |