Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CV ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 94-3173383 | Contract Administrator | $24,248 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $19,186 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $6,982 |
Filed as: HIGHLAND CAPTIAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $5,408 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $421,797-100.0% | $339,002-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.9%-55.9pp |
| Annual return | -3.60% | 13.48%-17.1pp | 12.78%-16.4pp | 24.44%-28.0pp |
| Employer contribution / active EE | $0 | $49,647-100.0% | $44,816-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,013-100.0% |