Filed January 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,713 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $21,427 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,514 | $52,293+15.7% | $178,490-66.1% | $73,409-17.6% |
| Participation rate | 87.1% | 65.3%+21.7pp | 81.9%+5.1pp | 72.2%+14.9pp |
| Annual return | 14.55% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,057 | $1,735-39.1% | $5,011-78.9% | $2,234-52.7% |
| Participant deferral / active EE | $3,528 | $2,332+51.3% | $5,202-32.2% | $3,805-7.3% |
| Admin fee / account holder | $152 | $127+19.6% | $13,984-98.9% | $158-3.5% |