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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC3 years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $59,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,896 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,312 | $100,801-49.1% | $149,730-65.7% | $73,412-30.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 82.5%-2.5pp | 72.2%+7.8pp |
| Annual return | 20.97% | 265.34%-244.4pp | 276.70%-255.7pp | 59.30%-38.3pp |
| Employer contribution / active EE | $2,346 | $3,312-29.2% | $4,645-49.5% | $2,234+5.0% |
| Participant deferral / active EE | $6,735 | $6,404+5.2% | $6,843-1.6% | $3,806+77.0% |
| Admin fee / account holder | $104 | $181-42.6% | $9,310-98.9% | $158-34.3% |