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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $72,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,641 | $95,438+45.3% | $135,982+2.0% | $74,473+86.2% |
| Participation rate | 72.7% | 78.2%-5.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 18.08% | 32.61%-14.5pp | 68.32%-50.2pp | 34.36%-16.3pp |
| Employer contribution / active EE | $3,427 | $3,878-11.6% | $4,859-29.5% | $2,638+29.9% |
| Participant deferral / active EE | $5,829 | $7,790-25.2% | $7,760-24.9% | $4,530+28.7% |
| Admin fee / account holder | $206 | $259-20.5% | $10,767-98.1% | $347-40.7% |