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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $144,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,561 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,226 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,042 | $95,417+93.9% | $135,974+36.1% | $74,460+148.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.50% | 32.76%-13.3pp | 68.30%-48.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $7,162 | $3,878+84.7% | $4,859+47.4% | $2,638+171.5% |
| Participant deferral / active EE | $11,461 | $7,789+47.1% | $7,760+47.7% | $4,530+153.0% |
| Admin fee / account holder | $215 | $266-19.3% | $10,767-98.0% | $348-38.3% |