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 | $53,254+8.7% | $155,574-62.8% | $199,921-71.1% |
| Participation rate | 95.8% | 64.1%+31.7pp | 78.2%+17.6pp | 72.0%+23.8pp |
| Annual return | 16.92% | 41.18%-24.3pp | 64.87%-47.9pp | 34.28%-17.4pp |
| Employer contribution / active EE | $1,448 | $1,848-21.6% | $4,676-69.0% | $3,035-52.3% |
| Participant deferral / active EE | $4,880 | $3,165+54.2% | $5,629-13.3% | $5,089-4.1% |
| Admin fee / account holder | $168 | $186-9.6% | $15,914-98.9% | $269-37.7% |