Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CVAGS, LLC5+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $22,883 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,895 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,053 | $65,378-17.3% | $87,103-37.9% | $65,186-17.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 17.88% | 31.28%-13.4pp | 28.19%-10.3pp | 29.39%-11.5pp |
| Employer contribution / active EE | $2,330 | $1,823+27.8% | $2,521-7.6% | $2,177+7.0% |
| Participant deferral / active EE | $2,955 | $3,389-12.8% | $4,049-27.0% | $3,514-15.9% |
| Admin fee / account holder | $206 | $520-60.4% | $7,491-97.3% | $847-75.7% |