Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC2 years Filed as: THE CENTURION GROUP Service code 27 · EIN 20-8394397 610 W. GERMANTOWN PIKE · PLYMOUTH MEET, PA 194621062 | Advisory (Plan) | $8,457 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,771 |
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 | $60,965 | $45,087+35.2% | $69,483-12.3% | $72,976-16.5% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 5.03% | 22.67%-17.6pp | 28.99%-24.0pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,211 | $2,055-41.1% | $2,780-56.4% | $2,440-50.4% |
| Participant deferral / active EE | $4,722 | $2,603+81.4% | $3,537+33.5% | $3,608+30.9% |
| Admin fee / account holder | $79 | $3,057-97.4% | $3,841-97.9% | $5,124-98.5% |