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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $63,543 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,561 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,837 |
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 | $128,980 | $100,801+28.0% | $149,745-13.9% | $73,412+75.7% |
| Participation rate | 80.7% | 77.7%+3.1pp | 82.5%-1.7pp | 72.2%+8.6pp |
| Annual return | 16.23% | 265.34%-249.1pp | 276.72%-260.5pp | 59.30%-43.1pp |
| Employer contribution / active EE | $3,884 | $3,312+17.3% | $4,646-16.4% | $2,234+73.9% |
| Participant deferral / active EE | $6,278 | $6,404-2.0% | $6,843-8.3% | $3,806+65.0% |
| Admin fee / account holder | $166 | $181-8.4% | $9,312-98.2% | $158+4.9% |