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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $37,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,066 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,330 | $91,424+18.5% | $135,942-20.3% | $71,495+51.5% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.7pp | 67.9%+31.6pp |
| Annual return | 17.85% | 29.90%-12.0pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,704 | $3,7040% | $4,858-23.8% | $2,589+43.0% |
| Participant deferral / active EE | $5,471 | $7,092-22.9% | $7,759-29.5% | $4,291+27.5% |
| Admin fee / account holder | $152 | $1,266-88.0% | $10,764-98.6% | $1,588-90.4% |