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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,121 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $18,399 |
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 | $21,795 | $47,163-53.8% | $149,696-85.4% | $74,460-70.7% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 5.04% | 22.75%-17.7pp | 134.46%-129.4pp | 34.38%-29.3pp |
| Employer contribution / active EE | $905 | $1,907-52.6% | $4,821-81.2% | $2,638-65.7% |
| Participant deferral / active EE | $1,297 | $2,730-52.5% | $5,682-77.2% | $4,530-71.4% |
| Admin fee / account holder | $230 | $343-32.9% | $13,212-98.3% | $348-33.9% |