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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $35,389 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $638 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,802 | $89,652-8.8% | $141,191-42.1% | $65,185+25.5% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.4pp | 70.2%+27.6pp |
| Annual return | 22.75% | 32.79%-10.0pp | 71.41%-48.7pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,914 | $3,065-4.9% | $4,736-38.5% | $2,177+33.9% |
| Participant deferral / active EE | $4,341 | $5,691-23.7% | $6,710-35.3% | $3,514+23.5% |
| Admin fee / account holder | $117 | $569-79.4% | $10,264-98.9% | $847-86.2% |