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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $45,419 |
THE CENTURION GROUP, LLC1 year Filed as: CENTURION GROUP Service code 27 · EIN 20-8394397 | Advisory (Plan) | $32,000 |
THE CENTURION GROUP, LLC4+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $16,250 |
COHEN & COMPANY1 year Filed as: COHEN & COMPANY, LTD. Service code 15 · EIN 34-1912961 | Recordkeeping | $8,200 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,827 | $58,093+51.2% | $80,022+9.8% | $56,289+56.0% |
| Participation rate | 93.3% | 73.6%+19.7pp | 75.8%+17.4pp | 69.9%+23.4pp |
| Annual return | -2.41% | 34.63%-37.0pp | 11.22%-13.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,480 | $3,136-20.9% | $3,686-32.7% | $3,350-26.0% |
| Admin fee / account holder | $437 | $623-29.8% | $6,521-93.3% | $521-16.1% |