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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC6+ 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 | $8,995 |
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 | $176,505 | $100,801+75.1% | $149,730+17.9% | $73,412+140.4% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 16.54% | 265.34%-248.8pp | 276.70%-260.2pp | 59.30%-42.8pp |
| Employer contribution / active EE | $5,656 | $3,312+70.8% | $4,645+21.8% | $2,234+153.2% |
| Participant deferral / active EE | $9,602 | $6,404+49.9% | $6,843+40.3% | $3,806+152.3% |
| Admin fee / account holder | $29 | $181-84.1% | $9,310-99.7% | $158-81.8% |