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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $356,277 |
THE CENTURION GROUP, LLC1+ years Service code 16 · EIN 20-8394397 | Consulting | $94,607 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,687 | $63,964-31.7% | $147,618-70.4% | $67,505-35.3% |
| Participation rate | 96.3% | 68.6%+27.7pp | 84.6%+11.7pp | 71.2%+25.1pp |
| Annual return | 1.94% | 9.05%-7.1pp | 61.98%-60.0pp | 6.52%-4.6pp |
| Employer contribution / active EE | $3,719 | $1,618+129.9% | $5,564-33.2% | $2,173+71.2% |
| Participant deferral / active EE | $3,923 | $2,589+51.5% | $4,895-19.9% | $3,597+9.1% |
| Admin fee / account holder | $51 | $43+20.3% | $11,612-99.6% | $56-8.3% |