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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $115,491 |
THE CENTURION GROUP, LLC4+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $20,000 |
MARCUM LLP1 year Service code 50 · EIN 11-1986323 | Direct Payment | $12,759 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,124 | $62,543+5.7% | $83,333-20.7% | $55,725+18.7% |
| Participation rate | 48.5% | 78.4%-29.9pp | 77.8%-29.2pp | 70.9%-22.3pp |
| Annual return | -1.74% | 14.85%-16.6pp | 10.63%-12.4pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,233 | $5,682-78.3% | $5,565-77.8% | $3,356-63.3% |
| Admin fee / account holder | $392 | $103+280.3% | $7,510-94.8% | $115+240.5% |