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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES9+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $93,500 |
Filed as: CAPITAL GRP RETIREMENT PLAN SERVICE Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,165 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT ROAD · RICHMOND, VA 23113 | Contract Administrator | $1,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,848 | $47,180+332.1% | $149,723+36.1% | $74,473+173.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.61% | 22.75%-3.1pp | 134.50%-114.9pp | 34.36%-14.8pp |
| Employer contribution / active EE | $7,812 | $1,907+309.6% | $4,821+62.0% | $2,638+196.1% |
| Participant deferral / active EE | $6,328 | $2,730+131.8% | $5,682+11.4% | $4,530+39.7% |
| Admin fee / account holder | $198 | $343-42.4% | $13,215-98.5% | $347-43.1% |