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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) | $10,216 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 815 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,995 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D. STARK COMPANY, INC. Service code 13 10750 ROCKLEY RD. · HOUSTON, TX 77099 | Contract Administrator | $1,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,763 | $65,092-74.2% | $143,799-88.3% | $66,938-75.0% |
| Participation rate | 51.2% | 65.2%-14.0pp | 80.3%-29.1pp | 69.8%-18.6pp |
| Annual return | -16.86% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $638 | $2,362-73.0% | $4,952-87.1% | $2,545-74.9% |
| Participant deferral / active EE | $971 | $2,920-66.8% | $5,638-82.8% | $4,238-77.1% |
| Admin fee / account holder | $123 | $502-75.5% | $14,677-99.2% | $594-79.3% |