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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES1 year Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $60,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,091 | $79,438+48.7% | $106,554+10.8% | $79,389+48.7% |
| Participation rate | 77.3% | 74.2%+3.1pp | 76.1%+1.2pp | 70.7%+6.6pp |
| Annual return | 13.26% | 18.27%-5.0pp | 26.80%-13.5pp | 116.89%-103.6pp |
| Employer contribution / active EE | $1,874 | $2,235-16.2% | $2,819-33.5% | $2,428-22.8% |
| Participant deferral / active EE | $3,433 | $3,824-10.2% | $4,398-22.0% | $4,046-15.2% |
| Admin fee / account holder | $360 | $523-31.2% | $7,408-95.1% | $626-42.6% |