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 |
|---|---|---|
ACEC RETIREMENT TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $105,694 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,139 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,669 | $88,122+94.8% | $141,197+21.6% | $67,582+154.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 24.75% | 75.40%-50.6pp | 71.41%-46.7pp | 378.57%-353.8pp |
| Employer contribution / active EE | $6,611 | $3,224+105.0% | $4,736+39.6% | $2,148+207.8% |
| Participant deferral / active EE | $9,463 | $5,958+58.8% | $6,710+41.0% | $3,539+167.4% |
| Admin fee / account holder | $189 | $131+44.7% | $10,265-98.2% | $142+33.1% |