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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $73,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,753 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,439 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,540 | $82,188+44.2% | $125,391-5.5% | $64,824+82.9% |
| Participation rate | 74.5% | 77.9%-3.4pp | 82.4%-7.9pp | 71.5%+3.0pp |
| Annual return | -17.05% | 3.50%-20.5pp | 572.41%-589.5pp | 32.84%-49.9pp |
| Employer contribution / active EE | $3,707 | $3,617+2.5% | $4,816-23.0% | $2,507+47.9% |
| Participant deferral / active EE | $6,097 | $7,177-15.0% | $7,448-18.1% | $4,311+41.4% |
| Admin fee / account holder | $203 | $163+24.1% | $10,009-98.0% | $188+7.9% |