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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $8,460 |
CENTURA ADVISORS, LLC4+ years Service code 99 · EIN 72-1514847 6421 PERKINS RD · BATON ROUGE, LA 70808 | Other 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,792 | $75,388-81.7% | $123,553-88.8% | $55,725-75.3% |
| Participation rate | 60.1% | 75.7%-15.6pp | 82.3%-22.2pp | 70.9%-10.8pp |
| Annual return | -58.70% | 4.48%-63.2pp | 119.21%-177.9pp | 244.93%-303.6pp |
| Employer contribution / active EE | $636 | $3,063-79.2% | $4,628-86.3% | $2,078-69.4% |
| Participant deferral / active EE | $1,600 | $5,651-71.7% | $6,426-75.1% | $3,356-52.3% |
| Admin fee / account holder | $28 | $120-76.9% | $9,284-99.7% | $115-75.9% |