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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $348,547 |
THE CENTURION GROUP, LLC3+ years Service code 16 · EIN 20-8394397 | Consulting | $95,585 |
SCHENCK SC3+ years Service code 10 · EIN 36-1173131 | Accounting | $13,400 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $600 |
NATIONAL FINANCIAL SERVICES3+ 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 | $68,965 | $48,835+41.2% | $170,435-59.5% | $177,276-61.1% |
| Participation rate | 96.9% | 72.1%+24.8pp | 83.6%+13.3pp | 74.8%+22.0pp |
| Annual return | 18.65% | 19.44%-0.8pp | 205.94%-187.3pp | 21.25%-2.6pp |
| Employer contribution / active EE | $3,100 | $1,798+72.4% | $5,432-42.9% | $2,479+25.1% |
| Participant deferral / active EE | $4,733 | $2,757+71.7% | $4,939-4.2% | $3,881+22.0% |
| Admin fee / account holder | $59 | $52+12.7% | $13,881-99.6% | $154-62.0% |