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| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC3+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $24,438 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,968 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $47,162 | $64,909-27.3% | $82,312-42.7% | $62,293-24.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.30% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,961 | $1,676+17.0% | $2,428-19.2% | $2,042-4.0% |
| Participant deferral / active EE | $2,654 | $3,103-14.5% | $3,706-28.4% | $3,169-16.3% |
| Admin fee / account holder | $199 | $440-54.7% | $5,608-96.4% | $479-58.4% |