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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,079 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $33,647 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,400 | $46,688-41.3% | $189,758-85.6% | $69,733-60.7% |
| Participation rate | 94.4% | 61.7%+32.7pp | 79.8%+14.6pp | 62.5%+31.9pp |
| Annual return | 9.07% | 14.35%-5.3pp | 52.62%-43.6pp | 15.22%-6.2pp |
| Employer contribution / active EE | $984 | $1,695-41.9% | $4,767-79.4% | $2,250-56.3% |
| Participant deferral / active EE | $1,788 | $2,143-16.6% | $5,856-69.5% | $3,054-41.5% |
| Admin fee / account holder | $264 | $1,700-84.5% | $20,388-98.7% | $3,102-91.5% |