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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $138,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,877 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,419 | $82,163+120.8% | $125,381+44.7% | $64,819+179.9% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -16.66% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.5pp |
| Employer contribution / active EE | $7,570 | $3,616+109.3% | $4,815+57.2% | $2,507+202.0% |
| Participant deferral / active EE | $11,955 | $7,175+66.6% | $7,448+60.5% | $4,311+177.3% |
| Admin fee / account holder | $248 | $163+51.9% | $10,007-97.5% | $188+31.9% |