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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 | $75,058+307.1% | $152,301+100.6% | $64,340+375.0% |
| Participation rate | 95.1% | 60.9%+34.2pp | 82.4%+12.7pp | 55.2%+39.9pp |
| Annual return | 12.12% | 29.93%-17.8pp | 80.50%-68.4pp | 24.14%-12.0pp |
| Employer contribution / active EE | $9,775 | $2,605+275.3% | $4,624+111.4% | $1,862+425.1% |
| Participant deferral / active EE | $10,300 | $5,041+104.3% | $8,004+28.7% | $2,980+245.6% |
| Admin fee / account holder | $445 | $4,050-89.0% | $14,398-96.9% | $3,703-88.0% |