Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 21 · EIN 94-1347393 | Bank Trustee | $61,730 |
Service code 10 · EIN 65-1014182 | Accounting | $9,617 |
THE CENTURION GROUP, LLC3 years Filed as: THE CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $7,292 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,208 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 21.45% | 13.52%+7.9pp | 16.32%+5.1pp | 13.59%+7.9pp |
| Employer contribution / active EE | $6,287 | $21,708-71.0% | $31,806-80.2% | $14,592-56.9% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |