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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC4+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $41,667 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,023 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $125,202 | $75,388+66.1% | $123,553+1.3% | $55,725+124.7% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.3%+14.7pp | 70.9%+26.1pp |
| Annual return | -4.95% | 4.48%-9.4pp | 119.21%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $5,149 | $3,063+68.1% | $4,628+11.3% | $2,078+147.8% |
| Participant deferral / active EE | $8,520 | $5,651+50.8% | $6,426+32.6% | $3,356+153.9% |
| Admin fee / account holder | $101 | $120-15.6% | $9,284-98.9% | $115-12.2% |