Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC1 year Filed as: CENTURION GROUP, LLC Service code 27 610 W GERMANTOWN AVE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $60,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,806 |
RSM US LLP4+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,955 | $73,367-45.5% | $68,612-41.8% | $73,367-45.5% |
| Participation rate | 32.1% | 69.5%-37.3pp | 72.2%-40.1pp | 69.5%-37.3pp |
| Annual return | -6.32% | 173.45%-179.8pp | -4.63%-1.7pp | 173.45%-179.8pp |
| Employer contribution / active EE | $902 | $2,499-63.9% | $2,625-65.6% | $2,499-63.9% |
| Participant deferral / active EE | $1,886 | $4,033-53.2% | $3,311-43.0% | $4,033-53.2% |
| Admin fee / account holder | $23 | $68-66.5% | $5,131-99.6% | $68-66.5% |