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 TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $83,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,479 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,645 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,899 | $106,247+24.1% | $147,096-10.3% | $77,714+69.7% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 14.37% | 56.87%-42.5pp | 419.75%-405.4pp | 31.26%-16.9pp |
| Employer contribution / active EE | $3,266 | $4,069-19.7% | $4,936-33.8% | $2,727+19.8% |
| Participant deferral / active EE | $6,481 | $7,996-18.9% | $8,071-19.7% | $4,649+39.4% |
| Admin fee / account holder | $220 | $338-34.9% | $13,005-98.3% | $433-49.1% |