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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $43,555 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,122 | $101,591+16.3% | $147,096-19.7% | $74,429+58.7% |
| Participation rate | 99.6% | 75.5%+24.1pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 13.01% | 8746.45%-8733.4pp | 419.75%-406.7pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $4,667 | $3,813+22.4% | $4,936-5.5% | $2,625+77.8% |
| Participant deferral / active EE | $5,627 | $7,302-22.9% | $8,071-30.3% | $4,348+29.4% |
| Admin fee / account holder | $178 | $1,750-89.8% | $13,005-98.6% | $1,944-90.9% |