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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $13,180 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,885 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $1,870 |
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 | $11,958 | $61,166-80.5% | $185,849-93.6% | $79,391-84.9% |
| Participation rate | 89.4% | 66.6%+22.8pp | 81.7%+7.7pp | 70.7%+18.7pp |
| Annual return | 14.53% | 19.45%-4.9pp | 122.10%-107.6pp | 116.88%-102.3pp |
| Employer contribution / active EE | $718 | $2,321-69.1% | $5,169-86.1% | $2,428-70.4% |
| Participant deferral / active EE | $1,489 | $2,789-46.6% | $5,569-73.3% | $4,046-63.2% |
| Admin fee / account holder | $97 | $710-86.3% | $16,244-99.4% | $627-84.5% |