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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $47,396 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,614 | $82,979+56.2% | $102,412+26.6% | $77,736+66.7% |
| Participation rate | 95.6% | 71.5%+24.0pp | 74.5%+21.1pp | 70.6%+25.0pp |
| Annual return | 16.26% | 19.11%-2.8pp | 24.94%-8.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $3,972 | $3,554+11.8% | $3,870+2.6% | $2,728+45.6% |
| Participant deferral / active EE | $9,231 | $4,109+124.7% | $5,060+82.4% | $4,651+98.5% |
| Admin fee / account holder | $173 | $639-72.9% | $8,388-97.9% | $433-60.0% |