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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $13,087 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,852 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,090 | $59,584-49.5% | $86,615-65.3% | $79,391-62.1% |
| Participation rate | 71.8% | 67.7%+4.1pp | 71.6%+0.1pp | 70.7%+1.0pp |
| Annual return | 38.91% | 23.15%+15.8pp | 63.51%-24.6pp | 116.88%-78.0pp |
| Employer contribution / active EE | $240 | $1,768-86.4% | $2,496-90.4% | $2,428-90.1% |
| Participant deferral / active EE | $1,170 | $3,036-61.5% | $3,699-68.4% | $4,046-71.1% |
| Admin fee / account holder | $203 | $604-66.4% | $5,830-96.5% | $627-67.6% |