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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $34,142 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,667 |
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 | $118,948 | $80,748+47.3% | $102,383+16.2% | $74,429+59.8% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.6pp |
| Annual return | 16.71% | 27.57%-10.9pp | 24.94%-8.2pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $1,999 | $3,159-36.7% | $3,870-48.3% | $2,625-23.8% |
| Participant deferral / active EE | $6,304 | $3,861+63.3% | $5,060+24.6% | $4,348+45.0% |
| Admin fee / account holder | $211 | $2,371-91.1% | $8,391-97.5% | $1,944-89.2% |