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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $166,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,808 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,795 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,476 | $106,264+99.0% | $147,117+43.7% | $77,762+172.0% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 13.05% | 56.94%-43.9pp | 420.54%-407.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $8,078 | $4,074+98.3% | $4,932+63.8% | $2,728+196.1% |
| Participant deferral / active EE | $12,352 | $8,003+54.3% | $8,065+53.2% | $4,651+165.6% |
| Admin fee / account holder | $265 | $334-20.7% | $12,993-98.0% | $433-38.8% |