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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC3+ years Service code 27 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Advisory (Plan) | $33,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,386 |
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 | $129,354 | $155,795-17.0% | $136,298-5.1% | $69,631+85.8% |
| Participation rate | 97.1% | 75.2%+21.8pp | 81.9%+15.1pp | 70.7%+26.4pp |
| Annual return | 17.81% | 232464.33%-232446.5pp | 5156.27%-5138.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,799 | $2,991+60.4% | $4,696+2.2% | $2,032+136.2% |
| Participant deferral / active EE | $7,622 | $5,394+41.3% | $6,247+22.0% | $3,224+136.4% |
| Admin fee / account holder | $79 | $128-38.5% | $9,244-99.1% | $110-28.6% |