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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES5+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Advisory (Plan) | $39,638 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 11 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Actuarial | $14,338 |
MATRIX TRUST COMPANY5+ years Service code 12 2800 N. CENTRAL AVENUE · PHOENIX, AZ 85004 | Custodial (securities); Trustee (dire... | $11,951 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 15.96% | 12.80%+3.2pp | 29.77%-13.8pp | 13.59%+2.4pp |
| Employer contribution / active EE | $11,628 | $11,862-2.0% | $33,607-65.4% | $14,592-20.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |