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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 | $45,343-39.6% | $150,298-81.8% | $67,986-59.7% |
| Participation rate | 94.4% | 51.9%+42.5pp | 77.8%+16.6pp | 57.2%+37.2pp |
| Annual return | 9.07% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.6pp |
| Employer contribution / active EE | $984 | $1,462-32.7% | $4,154-76.3% | $2,019-51.2% |
| Participant deferral / active EE | $1,788 | $2,055-13.0% | $5,453-67.2% | $3,358-46.8% |
| Admin fee / account holder | $264 | $2,250-88.2% | $14,116-98.1% | $3,203-91.7% |