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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLLECTIVE WEALTH PARTNERS Service code 27 1100 PEACHTREE ST NE · ATLANTA, GA 30309 | Advisory (Plan) | $23,974 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,195 |
GRID 202 PARTNERS2 years Service code 27 · EIN 83-1312401 | Advisory (Plan) | $9,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,808 | $60,454+0.6% | $81,844-25.7% | $74,459-18.3% |
| Participation rate | 91.0% | 63.0%+28.0pp | 72.4%+18.6pp | 67.2%+23.8pp |
| Annual return | 13.51% | 16.87%-3.4pp | 778.87%-765.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $4,231 | $2,630+60.9% | $2,916+45.1% | $2,626+61.1% |
| Participant deferral / active EE | $7,405 | $3,398+117.9% | $4,323+71.3% | $4,350+70.2% |
| Admin fee / account holder | $223 | $1,490-85.0% | $7,355-97.0% | $1,945-88.5% |