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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COTTON GROOME FINANCIAL ADVISORS Service code 27 · EIN 36-4540515 | Advisory (Plan) | $16,088 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,733 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,518 | $78,485-70.0% | $106,213-77.9% | $74,495-68.4% |
| Participation rate | 53.2% | 72.8%-19.6pp | 75.3%-22.1pp | 67.2%-14.0pp |
| Annual return | 19.68% | 15.95%+3.7pp | 116.14%-96.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $768 | $2,523-69.5% | $3,171-75.8% | $2,623-70.7% |
| Participant deferral / active EE | $1,350 | $4,322-68.8% | $5,016-73.1% | $4,346-68.9% |
| Admin fee / account holder | $248 | $2,232-88.9% | $11,033-97.8% | $1,942-87.2% |