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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $74,980 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $15,380 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $12,101 |
THE CENTURION GROUP, LLC3+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $8,352 |
AB FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,790 | $65,592+11.0% | $90,160-19.3% | $69,631+4.5% |
| Participation rate | 49.9% | 77.6%-27.7pp | 76.9%-27.0pp | 70.7%-20.8pp |
| Annual return | 13.18% | 57.10%-43.9pp | 34.88%-21.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,405 | $5,257-73.3% | $5,288-73.4% | $3,224-56.4% |
| Admin fee / account holder | $258 | $86+201.4% | $5,943-95.7% | $110+133.8% |