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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) | $12,164 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,559 | $73,863-57.3% | $143,797-78.1% | $68,490-53.9% |
| Participation rate | 41.6% | 66.7%-25.1pp | 80.3%-38.7pp | 67.9%-26.3pp |
| Annual return | -16.00% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $308 | $3,185-90.3% | $4,952-93.8% | $2,597-88.1% |
| Participant deferral / active EE | $1,017 | $3,385-69.9% | $5,638-82.0% | $4,028-74.7% |
| Admin fee / account holder | $547 | $5,756-90.5% | $14,679-96.3% | $5,403-89.9% |