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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $34,565 |
Filed as: DEMBO JONES PC Service code 10 6116 EXECUTIVE BLVD STE 500 · N BETHESDA, MD 20852 | Accounting | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,314 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,201 | $105,200+63.7% | $159,474+8.0% | $85,847+100.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 14.07% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $4,457 | $3,319+34.3% | $4,831-7.7% | $2,565+73.7% |
| Participant deferral / active EE | $7,993 | $5,946+34.4% | $7,353+8.7% | $3,952+102.2% |
| Admin fee / account holder | $325 | $6,934-95.3% | $10,802-97.0% | $6,261-94.8% |