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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) | $8,334 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 815 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,776 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK COMPANY, INC. Service code 11 10750 ROCKLEY RD. · HOUSTON, TX 77099 | Actuarial | $910 |
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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,086 | $58,888-79.5% | $178,499-93.2% | $73,493-83.6% |
| Participation rate | 20.8% | 66.2%-45.4pp | 81.9%-61.1pp | 70.7%-49.9pp |
| Annual return | 12.35% | 24.86%-12.5pp | 151.10%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $159 | $2,236-92.9% | $5,011-96.8% | $2,270-93.0% |
| Participant deferral / active EE | $569 | $2,568-77.8% | $5,202-89.1% | $3,740-84.8% |
| Admin fee / account holder | $67 | $400-83.4% | $13,986-99.5% | $513-87.0% |