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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,818 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $35,113 |
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 | $24,434 | $50,860-52.0% | $155,574-84.3% | $77,714-68.6% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.4pp |
| Annual return | 9.94% | 34.86%-24.9pp | 64.87%-54.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $821 | $1,991-58.8% | $4,676-82.5% | $2,727-69.9% |
| Participant deferral / active EE | $1,311 | $2,825-53.6% | $5,629-76.7% | $4,649-71.8% |
| Admin fee / account holder | $233 | $436-46.7% | $15,914-98.5% | $433-46.3% |