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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $32,270 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $15,625 |
Service code 10 · EIN 13-4008324 | Accounting | $13,928 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 16.98% | 9.21%+7.8pp | 14.20%+2.8pp | 10.41%+6.6pp |
| Employer contribution / active EE | $1,667 | $20,031-91.7% | $27,968-94.0% | $14,691-88.6% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |