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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $17,547 |
CENTURA ADVISORS, LLC3+ years Service code 99 · EIN 72-1514847 6421 PERKINS RD · BATON ROUGE, LA 70808 | Other Fees | $0 |
THE HASLAUER GROUP, INC.3+ years Service code 13 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 70026 | Contract Administrator | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,560 | $155,795-82.3% | $136,298-79.8% | $69,631-60.4% |
| Participation rate | 44.1% | 75.2%-31.2pp | 81.9%-37.8pp | 70.7%-26.6pp |
| Annual return | -43.74% | 232464.33%-232508.1pp | 5156.27%-5200.0pp | 27571.02%-27614.8pp |
| Employer contribution / active EE | $315 | $2,991-89.5% | $4,696-93.3% | $2,032-84.5% |
| Participant deferral / active EE | $1,514 | $5,394-71.9% | $6,247-75.8% | $3,224-53.0% |
| Admin fee / account holder | $51 | $128-59.9% | $9,244-99.4% | $110-53.5% |