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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES7+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $93,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,173 | $56,540+247.0% | $185,851+5.6% | $86,821+126.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 16.15% | 118.20%-102.1pp | 122.11%-106.0pp | 97.94%-81.8pp |
| Employer contribution / active EE | $5,438 | $1,844+194.8% | $5,168+5.2% | $2,406+126.0% |
| Participant deferral / active EE | $7,226 | $2,555+182.8% | $5,569+29.8% | $4,132+74.9% |
| Admin fee / account holder | $188 | $150+25.8% | $16,245-98.8% | $170+11.0% |