Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST1+ years Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $64,044 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$31,350 |
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 | $169,556 | $70,002+142.2% | $115,038+47.4% | $52,331+224.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.43% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $4,229 | $2,715+55.8% | $4,608-8.2% | $1,882+124.7% |
| Participant deferral / active EE | $7,628 | $4,920+55.1% | $6,026+26.6% | $3,022+152.4% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |