Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP LLC Service code 16 610 W GERMANTOWN AVE · PLYMOUTH MEETING, PA 19462 | Consulting | $75,000 |
RSM US LLP1+ years Service code 10 100 INTERNATIONAL DR · BALTIMORE, MD 21202 | Accounting | $16,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,876 | $67,505-54.3% | $63,244-51.2% | $67,505-54.3% |
| Participation rate | 32.0% | 71.2%-39.2pp | 71.0%-39.0pp | 71.2%-39.2pp |
| Annual return | 5.28% | 6.52%-1.2pp | -70.31%+75.6pp | 6.52%-1.2pp |
| Employer contribution / active EE | $752 | $2,173-65.4% | $2,322-67.6% | $2,173-65.4% |
| Participant deferral / active EE | $1,547 | $3,597-57.0% | $2,953-47.6% | $3,597-57.0% |
| Admin fee / account holder | $32 | $56-43.5% | $5,893-99.5% | $56-43.5% |