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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 | $101,672+16.2% | $147,117-19.7% | $74,478+58.6% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 13.01% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $4,667 | $3,813+22.4% | $4,932-5.4% | $2,626+77.7% |
| Participant deferral / active EE | $5,627 | $7,305-23.0% | $8,065-30.2% | $4,350+29.4% |
| Admin fee / account holder | $178 | $1,753-89.9% | $12,993-98.6% | $1,946-90.9% |