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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) | $12,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,299 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $2,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,916 | $65,125-83.2% | $143,797-92.4% | $66,949-83.7% |
| Participation rate | 96.4% | 65.2%+31.2pp | 80.3%+16.1pp | 69.8%+26.6pp |
| Annual return | -14.08% | -11.13%-3.0pp | -0.04%-14.0pp | 1.57%-15.7pp |
| Employer contribution / active EE | $845 | $2,362-64.2% | $4,952-82.9% | $2,545-66.8% |
| Participant deferral / active EE | $1,701 | $2,920-41.8% | $5,638-69.8% | $4,239-59.9% |
| Admin fee / account holder | $97 | $503-80.6% | $14,679-99.3% | $594-83.6% |