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| Provider | Service type | Compensation |
|---|---|---|
CENTURION ASSET MANAGEMENT2 years Service code 27 · EIN 27-0845548 | Advisory (Plan) | $24,618 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,986 |
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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 | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -4.35% | -1.32%-3.0pp | -0.67%-3.7pp | 10.56%-14.9pp |
| Employer contribution / active EE | $7,077 | $18,687-62.1% | $31,731-77.7% | $13,643-48.1% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |