Filed October 18, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $385,898 |
THE CENTURION GROUP, LLC4+ years Filed as: THE CENTURION GROUP Service code 17 · EIN 20-5468980 | Pension Consulting | $247,691 |
BKD, LLP4+ years Filed as: BKD CPA ADVISORS Service code 16 · EIN 44-0160200 | Consulting | $16,640 |
COZEN O'CONNOR1 year Filed as: COZEN O' CONNOR Service code 29 · EIN 23-1732832 | Legal | $6,392 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,890 | $45,382+27.6% | $154,108-62.4% | $75,289-23.1% |
| Participation rate | 70.3% | 65.9%+4.4pp | 83.0%-12.8pp | 72.4%-2.1pp |
| Annual return | -21.63% | -0.47%-21.2pp | 735.21%-756.8pp | -0.04%-21.6pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $91 | $89+2.2% | $13,411-99.3% | $102-10.8% |