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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $21,469 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,016 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,959 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,812 | $101,653+52.3% | $147,080+5.3% | $74,459+107.9% |
| Participation rate | 82.2% | 75.6%+6.7pp | 82.2%+0.1pp | 67.2%+15.0pp |
| Annual return | 14.80% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $6,309 | $3,813+65.4% | $4,933+27.9% | $2,626+140.3% |
| Participant deferral / active EE | $8,831 | $7,304+20.9% | $8,066+9.5% | $4,350+103.0% |
| Admin fee / account holder | $292 | $1,752-83.3% | $12,989-97.8% | $1,945-85.0% |