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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 | $101,591-49.0% | $147,096-64.8% | $74,429-30.4% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 21.84% | 8746.45%-8724.6pp | 419.75%-397.9pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $1,664 | $3,813-56.4% | $4,936-66.3% | $2,625-36.6% |
| Participant deferral / active EE | $5,843 | $7,302-20.0% | $8,071-27.6% | $4,348+34.4% |
| Admin fee / account holder | $97 | $1,750-94.5% | $13,005-99.3% | $1,944-95.0% |