Filed April 25, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-0731260 | Other Services | $24,786 |
ACG ASSOCIATES, INC.1 year Filed as: A.C.G. ASSOCIATES, INC. Service code 13 | Contract Administrator | $7,559 |
ACG ASSOCIATES, INC.1 year Filed as: A.C.G. ASSOCIATES, INC Service code 13 · EIN 06-1093852 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,797 | $73,638+26.0% | $95,952-3.3% | $73,488+26.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.54% | 16.78%-0.2pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,617 | $1,863-13.2% | $2,541-36.4% | $2,270-28.8% |
| Participant deferral / active EE | $4,929 | $3,617+36.3% | $4,167+18.3% | $3,740+31.8% |
| Admin fee / account holder | $28 | $482-94.1% | $6,795-99.6% | $513-94.5% |