Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $66,804 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, VA 80111 | Recordkeeping Fees | $10,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,433 | $72,639+38.3% | $90,766+10.7% | $66,949+50.0% |
| Participation rate | 93.5% | 73.7%+19.8pp | 75.7%+17.8pp | 69.8%+23.6pp |
| Annual return | -13.99% | -12.28%-1.7pp | -12.16%-1.8pp | 1.57%-15.6pp |
| Employer contribution / active EE | $3,445 | $2,369+45.4% | $2,922+17.9% | $2,545+35.3% |
| Participant deferral / active EE | $6,087 | $3,979+53.0% | $4,565+33.3% | $4,239+43.6% |
| Admin fee / account holder | $522 | $708-26.2% | $8,446-93.8% | $594-12.1% |