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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $31,807 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,214 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $343 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $139,962 | $69,383+101.7% | $101,275+38.2% | $73,497+90.4% |
| Participation rate | 86.5% | 68.4%+18.2pp | 75.8%+10.7pp | 70.7%+15.8pp |
| Annual return | 15.13% | 18.46%-3.3pp | 46.48%-31.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,673 | $2,628-36.3% | $3,660-54.3% | $2,270-26.3% |
| Participant deferral / active EE | $5,911 | $3,301+79.1% | $4,371+35.3% | $3,740+58.1% |
| Admin fee / account holder | $191 | $704-72.9% | $5,948-96.8% | $513-62.8% |