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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $164,883 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,424 |
CVAGS, LLC1 year Filed as: CVAGS LLC Service code 16 · EIN 27-2579538 | Consulting | $8,541 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,029 | $120,450-61.0% | $159,474-70.5% | $93,010-49.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 16.04% | 27.11%-11.1pp | 263.68%-247.6pp | 158.70%-142.7pp |
| Employer contribution / active EE | $1,765 | $3,526-49.9% | $4,831-63.5% | $2,705-34.7% |
| Participant deferral / active EE | $4,492 | $7,283-38.3% | $7,353-38.9% | $4,561-1.5% |
| Admin fee / account holder | $105 | $137-23.5% | $10,802-99.0% | $152-31.1% |