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| 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 | $106,110+24.3% | $147,005-10.3% | $77,671+69.8% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.6pp | 70.6%+12.1pp |
| Annual return | 14.37% | 56.77%-42.4pp | 418.76%-404.4pp | 31.21%-16.8pp |
| Employer contribution / active EE | $3,266 | $4,065-19.6% | $4,934-33.8% | $2,726+19.8% |
| Participant deferral / active EE | $6,481 | $7,992-18.9% | $8,070-19.7% | $4,648+39.5% |
| Admin fee / account holder | $220 | $338-34.7% | $13,006-98.3% | $430-48.8% |