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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC1+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $17,477 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,172 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $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 | $39,413 | $54,320-27.4% | $67,652-41.7% | $52,331-24.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.39% | 6.81%-5.4pp | 6625.40%-6624.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,855 | $1,544+20.2% | $2,266-18.1% | $1,882-1.4% |
| Participant deferral / active EE | $2,461 | $2,950-16.6% | $3,560-30.9% | $3,022-18.6% |
| Admin fee / account holder | $170 | $527-67.8% | $4,821-96.5% | $592-71.3% |