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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $64,393 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,592 | $88,360+245.8% | $145,433+110.1% | $67,986+349.5% |
| Participation rate | 95.1% | 65.5%+29.6pp | 82.1%+13.0pp | 57.2%+37.9pp |
| Annual return | 12.12% | 63.15%-51.0pp | 66.58%-54.5pp | 31.67%-19.5pp |
| Employer contribution / active EE | $9,775 | $3,054+220.1% | $4,554+114.6% | $2,019+384.2% |
| Participant deferral / active EE | $10,300 | $5,932+73.6% | $7,897+30.4% | $3,358+206.7% |
| Admin fee / account holder | $445 | $3,313-86.6% | $13,129-96.6% | $3,203-86.1% |