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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC2+ years Service code 27 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Advisory (Plan) | $30,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,191 |
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 | $112,121 | $80,177+39.8% | $123,894-9.5% | $57,658+94.5% |
| Participation rate | 95.8% | 74.4%+21.3pp | 81.4%+14.4pp | 70.2%+25.6pp |
| Annual return | 9.17% | 17.90%-8.7pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $4,808 | $2,913+65.1% | $4,617+4.1% | $1,974+143.6% |
| Participant deferral / active EE | $7,436 | $5,130+44.9% | $5,984+24.3% | $3,061+143.0% |
| Admin fee / account holder | $28 | $106-73.4% | $8,357-99.7% | $95-70.1% |