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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $8,784 |
CENTURA ADVISORS, LLC6+ 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.
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 | $54,104 | $99,957-45.9% | $149,745-63.9% | $73,497-26.4% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | -18.45% | 53.87%-72.3pp | 276.72%-295.2pp | 28.51%-47.0pp |
| Employer contribution / active EE | $1,752 | $3,191-45.1% | $4,646-62.3% | $2,270-22.8% |
| Participant deferral / active EE | $5,139 | $6,073-15.4% | $6,843-24.9% | $3,740+37.4% |
| Admin fee / account holder | $170 | $551-69.2% | $9,312-98.2% | $513-67.0% |