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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC2+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $17,953 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,604 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $41,768 | $60,165-30.6% | $74,184-43.7% | $55,167-24.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.19% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,502 | $1,600-6.1% | $2,370-36.6% | $1,963-23.5% |
| Participant deferral / active EE | $2,450 | $2,973-17.6% | $3,550-31.0% | $3,054-19.8% |
| Admin fee / account holder | $165 | $419-60.6% | $5,586-97.0% | $504-67.2% |