Plan Ledger DOL Form 5500 · updated monthly

Capital Vision Services, LLC401(k)

MYEYEDR. 401(K) PLAN · VIENNA, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Capital Vision Services, LLC reported $445,102 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $972 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.28% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 162nd-largest of 2,266 plans among Virginia employers on file, and the 654th of 11,911 in health care & social assistance. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$194,159,981
Participants with balances2,860
Active participants7,718
Employer contributions$7,502,213
Employee contributions$24,779,977
Employer contribution per active participant$972
Average account balance$67,888
Benefits paid to participants$27,808,849
Plan auditUnmodified (clean) audit opinion
AuditorPRICE WATERHOUSE COOPERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$194.2M · 2,860 accts · $7.5M emplr
2023$169.5M · 3,702 accts · $5.7M emplr
2022$135.5M · 3,688 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$351,704
Investment management$93,398
Total administrative$445,102
The Capital Vision Services, LLC 401(k) match · 2024
Employer contribution per active participant$972
Median for plans this size$3,635
2024$972 per active participant
2023$797 per active participant
2022$843 per active participant

Capital Vision Services, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$351,461
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$93,398

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$445,102 · 0.24%
2023$393,965 · 0.26%
2022$387,708 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Uva Community Health VA$218.7M · 0.15%
Loudon Medical Group, P.C. VA$199.6M · 0.17%
Mhm Services, Inc. VA$188.9M · 0.11%
Augusta Health Care VA$149.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522329284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.