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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES3+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Advisory (Plan) | $37,660 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 11 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Actuarial | $14,734 |
MATRIX TRUST COMPANY3+ years Service code 12 2800 N. CENTRAL AVENUE · PHOENIX, AZ 85004 | Account maintenance fees; Claims proc... | $11,654 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.31% | 11.14%+0.2pp | 16.78%-5.5pp | 10.41%+0.9pp |
| Employer contribution / active EE | $20,408 | $14,043+45.3% | $26,328-22.5% | $14,691+38.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |