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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $27,261 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,816 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,983 | $82,678+56.0% | $125,391+2.9% | $68,490+88.3% |
| Participation rate | 96.7% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.8pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,189 | $3,382+83.0% | $4,816+28.5% | $2,597+138.3% |
| Participant deferral / active EE | $9,853 | $6,111+61.2% | $7,448+32.3% | $4,028+144.6% |
| Admin fee / account holder | $190 | $6,277-97.0% | $10,009-98.1% | $5,403-96.5% |