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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $389,319 |
THE CENTURION GROUP, LLC4+ years Service code 16 · EIN 20-8394397 | Consulting | $95,922 |
SCHENCK SC4+ years Service code 10 · EIN 36-1173131 | Accounting | $14,400 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $64,564 | $44,007+46.7% | $154,110-58.1% | $68,904-6.3% |
| Participation rate | 96.1% | 70.0%+26.0pp | 83.0%+13.0pp | 74.1%+21.9pp |
| Annual return | -4.97% | 8.15%-13.1pp | 735.22%-740.2pp | 1.07%-6.0pp |
| Employer contribution / active EE | $3,185 | $1,732+83.9% | $5,298-39.9% | $2,540+25.4% |
| Participant deferral / active EE | $4,989 | $2,813+77.4% | $5,081-1.8% | $4,015+24.3% |
| Admin fee / account holder | $64 | $65-1.7% | $13,412-99.5% | $71-10.7% |