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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $35,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,629 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,435 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,157 | $84,493+6.7% | $125,381-28.1% | $66,938+34.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.79% | -8.49%-8.3pp | 572.31%-589.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,441 | $3,554-31.3% | $4,815-49.3% | $2,545-4.1% |
| Participant deferral / active EE | $5,274 | $6,783-22.3% | $7,448-29.2% | $4,238+24.4% |
| Admin fee / account holder | $141 | $685-79.4% | $10,007-98.6% | $594-76.3% |