Filed January 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $213,240 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $37,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,873 | $53,199+8.8% | $155,567-62.8% | $199,768-71.0% |
| Participation rate | 95.8% | 64.1%+31.7pp | 78.2%+17.6pp | 72.0%+23.8pp |
| Annual return | 16.92% | 41.17%-24.3pp | 64.74%-47.8pp | 34.26%-17.3pp |
| Employer contribution / active EE | $1,448 | $1,852-21.8% | $4,674-69.0% | $3,037-52.3% |
| Participant deferral / active EE | $4,880 | $3,163+54.3% | $5,628-13.3% | $5,090-4.1% |
| Admin fee / account holder | $168 | $186-9.6% | $15,916-98.9% | $269-37.6% |