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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $113,734 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,042 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,531 |
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 | $192,024 | $100,801+90.5% | $149,745+28.2% | $73,412+161.6% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 17.07% | 265.34%-248.3pp | 276.72%-259.7pp | 59.30%-42.2pp |
| Employer contribution / active EE | $7,201 | $3,312+117.4% | $4,646+55.0% | $2,234+222.4% |
| Participant deferral / active EE | $10,069 | $6,404+57.2% | $6,843+47.1% | $3,806+164.6% |
| Admin fee / account holder | $194 | $181+7.4% | $9,312-97.9% | $158+23.0% |