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 |
|---|---|---|
THE CENTURION GROUP, LLC3+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $8,123 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,192 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,214 | $50,385-42.0% | $75,670-61.4% | $62,293-53.1% |
| Participation rate | 49.2% | 67.7%-18.5pp | 72.3%-23.1pp | 69.5%-20.3pp |
| Annual return | 16.99% | 19.90%-2.9pp | 27.34%-10.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $352 | $1,537-77.1% | $2,352-85.0% | $2,042-82.7% |
| Participant deferral / active EE | $1,944 | $2,445-20.5% | $3,142-38.1% | $3,169-38.7% |
| Admin fee / account holder | $121 | $384-68.5% | $5,800-97.9% | $479-74.8% |