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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $166,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,808 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,795 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,476 | $106,164+99.2% | $147,041+43.8% | $77,692+172.2% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 13.05% | 56.81%-43.8pp | 419.21%-406.2pp | 31.25%-18.2pp |
| Employer contribution / active EE | $8,078 | $4,066+98.7% | $4,935+63.7% | $2,726+196.3% |
| Participant deferral / active EE | $12,352 | $7,993+54.5% | $8,071+53.0% | $4,648+165.7% |
| Admin fee / account holder | $265 | $338-21.6% | $13,006-98.0% | $431-38.4% |