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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $8,372 |
CENTURA ADVISORS, LLC5+ 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.
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 | $17,024 | $88,122-80.7% | $141,191-87.9% | $67,579-74.8% |
| Participation rate | 56.5% | 76.5%-20.0pp | 82.5%-26.0pp | 71.3%-14.8pp |
| Annual return | 21.82% | 75.40%-53.6pp | 71.41%-49.6pp | 378.56%-356.7pp |
| Employer contribution / active EE | $906 | $3,224-71.9% | $4,736-80.9% | $2,148-57.8% |
| Participant deferral / active EE | $1,632 | $5,958-72.6% | $6,710-75.7% | $3,539-53.9% |
| Admin fee / account holder | $47 | $131-64.3% | $10,264-99.5% | $142-67.1% |