Filed January 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $162,572 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $29,641 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,183 | $45,000+2.6% | $143,788-67.9% | $77,906-40.7% |
| Participation rate | 93.6% | 66.8%+26.8pp | 80.3%+13.3pp | 73.7%+19.9pp |
| Annual return | -15.00% | 29.03%-44.0pp | -0.03%-15.0pp | 12.16%-27.2pp |
| Employer contribution / active EE | $1,281 | $1,870-31.5% | $4,952-74.1% | $2,846-55.0% |
| Participant deferral / active EE | $4,287 | $3,157+35.8% | $5,638-24.0% | $4,805-10.8% |
| Admin fee / account holder | $139 | $98+41.3% | $14,675-99.1% | $133+4.9% |