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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 1127B HENDERSONVILLE RD. · ASHEVILLE, NC 28803 | Advisory (Plan) | $10,976 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 815 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,581 |
LOREN D. STARK COMPANY5 years Filed as: LOREN D. STARK COMPANY, INC. Service code 13 10750 ROCKLEY RD. · HOUSTON, TX 77099 | Contract Administrator | $3,555 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,886 | $55,470-76.8% | $155,556-91.7% | $74,478-82.7% |
| Participation rate | 63.0% | 61.9%+1.1pp | 78.2%-15.3pp | 67.2%-4.3pp |
| Annual return | 13.41% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $629 | $2,267-72.3% | $4,675-86.5% | $2,626-76.1% |
| Participant deferral / active EE | $803 | $2,838-71.7% | $5,631-85.7% | $4,350-81.5% |
| Admin fee / account holder | $82 | $1,744-95.3% | $15,885-99.5% | $1,946-95.8% |