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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $144,961 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,929 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,224 | $104,336+113.9% | $159,474+40.0% | $86,821+157.1% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.8%+16.9pp | 72.3%+27.5pp |
| Annual return | 14.76% | 26.32%-11.6pp | 263.68%-248.9pp | 97.94%-83.2pp |
| Employer contribution / active EE | $7,291 | $3,451+111.3% | $4,831+50.9% | $2,406+203.0% |
| Participant deferral / active EE | $10,755 | $6,837+57.3% | $7,353+46.3% | $4,132+160.3% |
| Admin fee / account holder | $256 | $172+48.7% | $10,802-97.6% | $170+51.0% |