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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $10,815 |
CENTURA ADVISORS, LLC8+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,617 | $82,674+37.4% | $125,381-9.4% | $68,486+65.9% |
| Participation rate | 58.5% | 75.1%-16.5pp | 82.4%-23.8pp | 67.9%-9.4pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,013 | $3,382+48.2% | $4,815+4.1% | $2,597+93.1% |
| Participant deferral / active EE | $14,605 | $6,111+139.0% | $7,448+96.1% | $4,028+262.6% |
| Admin fee / account holder | $691 | $6,277-89.0% | $10,007-93.1% | $5,404-87.2% |