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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES1 year Filed as: ACG ADVISORY SERVICES, INC. Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $7,340 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $5,008 |
ACTUARIAL BENEFITS CORP1 year Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $4,335 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $661 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,534 | $104,479-67.9% | $159,474-79.0% | $79,391-57.8% |
| Participation rate | 79.5% | 76.6%+2.9pp | 82.8%-3.3pp | 70.7%+8.8pp |
| Annual return | 18.64% | 67.98%-49.3pp | 263.68%-245.0pp | 116.88%-98.2pp |
| Employer contribution / active EE | $2,238 | $3,417-34.5% | $4,831-53.7% | $2,428-7.8% |
| Participant deferral / active EE | $4,368 | $6,468-32.5% | $7,353-40.6% | $4,046+8.0% |
| Admin fee / account holder | $141 | $711-80.2% | $10,802-98.7% | $627-77.5% |