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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC5+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $37,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,359 |
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 | $151,870 | $88,122+72.3% | $141,191+7.6% | $67,579+124.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.13% | 75.40%-53.3pp | 71.41%-49.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $5,489 | $3,224+70.2% | $4,736+15.9% | $2,148+155.6% |
| Participant deferral / active EE | $9,047 | $5,958+51.8% | $6,710+34.8% | $3,539+155.6% |
| Admin fee / account holder | $99 | $131-24.2% | $10,264-99.0% | $142-30.3% |