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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES6+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Advisory (Plan) | $40,070 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 11 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Actuarial | $14,414 |
MATRIX TRUST COMPANY6+ years Service code 12 2800 N. CENTRAL AVENUE · PHOENIX, AZ 85004 | Claims processing; Custodial (securit... | $12,142 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.95% | 9.93%0pp | -2.84%+12.8pp | 9.29%+0.7pp |
| Employer contribution / active EE | $12,500 | $11,565+8.1% | $33,329-62.5% | $15,168-17.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |