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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $18,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,831 | $101,653-49.0% | $147,080-64.8% | $74,459-30.4% |
| Participation rate | 95.8% | 75.6%+20.3pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 21.84% | 8754.98%-8733.1pp | 420.17%-398.3pp | 1369.70%-1347.9pp |
| Employer contribution / active EE | $1,664 | $3,813-56.4% | $4,933-66.3% | $2,626-36.6% |
| Participant deferral / active EE | $5,843 | $7,304-20.0% | $8,066-27.6% | $4,350+34.3% |
| Admin fee / account holder | $97 | $1,752-94.5% | $12,989-99.3% | $1,945-95.0% |