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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC1+ years Service code 27 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Advisory (Plan) | $27,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,166 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,621 | $88,324+18.5% | $115,038-9.1% | $55,191+89.6% |
| Participation rate | 95.3% | 72.5%+22.7pp | 81.4%+13.9pp | 69.2%+26.1pp |
| Annual return | -0.06% | 6.30%-6.4pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,072 | $2,805+80.8% | $4,608+10.1% | $1,899+167.1% |
| Participant deferral / active EE | $7,797 | $5,042+54.6% | $6,026+29.4% | $3,046+155.9% |
| Admin fee / account holder | $72 | $105-31.7% | $8,175-99.1% | $91-20.7% |