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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $78,652 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,439 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,138 |
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 | $148,172 | $104,336+42.0% | $159,487-7.1% | $86,821+70.7% |
| Participation rate | 77.2% | 77.7%-0.5pp | 82.8%-5.6pp | 72.3%+4.9pp |
| Annual return | 14.84% | 26.32%-11.5pp | 263.71%-248.9pp | 97.94%-83.1pp |
| Employer contribution / active EE | $3,726 | $3,451+8.0% | $4,831-22.9% | $2,406+54.9% |
| Participant deferral / active EE | $6,160 | $6,837-9.9% | $7,354-16.2% | $4,132+49.1% |
| Admin fee / account holder | $213 | $172+23.7% | $10,804-98.0% | $170+25.7% |