Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 1127B HENDERSONVILLE RD. · ASHEVILLE, NC 28803 | Advisory (Plan) | $9,691 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 815 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,429 |
LOREN D. STARK COMPANY4 years Filed as: LOREN D. STARK COMPANY, INC. Service code 13 10750 ROCKLEY RD. · HOUSTON, TX 77099 | Contract Administrator | $1,425 |
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.
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 | $11,970 | $61,356-80.5% | $149,696-92.0% | $71,511-83.3% |
| Participation rate | 59.3% | 62.5%-3.2pp | 78.8%-19.5pp | 67.9%-8.6pp |
| Annual return | 18.41% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $491 | $2,382-79.4% | $4,821-89.8% | $2,589-81.1% |
| Participant deferral / active EE | $696 | $2,920-76.2% | $5,682-87.7% | $4,291-83.8% |
| Admin fee / account holder | $77 | $1,263-93.9% | $13,212-99.4% | $1,588-95.2% |