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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $31,024 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,732 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,199 | $63,114+152.2% | $92,915+71.3% | $65,186+144.2% |
| Participation rate | 55.6% | 68.8%-13.2pp | 76.0%-20.4pp | 70.2%-14.6pp |
| Annual return | 21.32% | 28.75%-7.4pp | 109.45%-88.1pp | 29.39%-8.1pp |
| Employer contribution / active EE | $1,630 | $2,571-36.6% | $3,653-55.4% | $2,177-25.1% |
| Participant deferral / active EE | $5,603 | $3,108+80.3% | $4,238+32.2% | $3,514+59.4% |
| Admin fee / account holder | $241 | $624-61.4% | $5,796-95.8% | $847-71.6% |