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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC3+ years Filed as: CVAGS LLC Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $51,910 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,516 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $220 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $61,280 | $69,305-11.6% | $82,313-25.6% | $69,631-12.0% |
| Participation rate | 94.0% | 80.3%+13.7pp | 76.9%+17.1pp | 70.7%+23.3pp |
| Annual return | 20.17% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $1,728 | $1,887-8.4% | $2,428-28.8% | $2,032-15.0% |
| Participant deferral / active EE | $5,554 | $3,568+55.7% | $3,706+49.9% | $3,224+72.3% |
| Admin fee / account holder | $86 | $97-11.1% | $5,608-98.5% | $110-21.8% |