Filed December 28, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $253,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,458 |
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 | $92,518 | $122,128-24.2% | $147,117-37.1% | $200,096-53.8% |
| Participation rate | 94.3% | 78.2%+16.1pp | 82.2%+12.1pp | 72.0%+22.3pp |
| Annual return | 23.01% | 30.58%-7.6pp | 420.54%-397.5pp | 34.26%-11.2pp |
| Employer contribution / active EE | $2,260 | $4,093-44.8% | $4,932-54.2% | $3,038-25.6% |
| Participant deferral / active EE | $6,915 | $8,484-18.5% | $8,065-14.3% | $5,090+35.9% |
| Admin fee / account holder | $132 | $180-26.3% | $12,993-99.0% | $269-50.9% |