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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 | $43,496-37.0% | $161,489-83.0% | $64,340-57.4% |
| Participation rate | 94.4% | 53.5%+40.8pp | 78.7%+15.7pp | 55.2%+39.1pp |
| Annual return | 9.07% | 20.76%-11.7pp | 89.72%-80.7pp | 24.14%-15.1pp |
| Employer contribution / active EE | $984 | $1,431-31.2% | $4,268-76.9% | $1,862-47.1% |
| Participant deferral / active EE | $1,788 | $1,996-10.4% | $5,630-68.2% | $2,980-40.0% |
| Admin fee / account holder | $264 | $2,330-88.7% | $16,006-98.3% | $3,703-92.9% |