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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC1+ years Filed as: CVAGS, LLC DBA CLEARVIEW GROUP Service code 27 · EIN 27-2579538 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,704 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,615 | $71,802-4.4% | $133,975-48.8% | $57,658+19.0% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.1%+3.2pp | 70.2%+20.1pp |
| Annual return | 12.12% | 13.51%-1.4pp | 29.29%-17.2pp | 5.13%+7.0pp |
| Employer contribution / active EE | $2,678 | $3,161-15.3% | $5,211-48.6% | $1,974+35.7% |
| Participant deferral / active EE | $9,965 | $4,606+116.3% | $6,282+58.6% | $3,061+225.6% |
| Admin fee / account holder | $87 | $88-1.2% | $9,324-99.1% | $95-8.4% |