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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $37,477 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,645 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,175 |
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 | $142,232 | $77,677+83.1% | $109,188+30.3% | $79,389+79.2% |
| Participation rate | 88.9% | 67.8%+21.1pp | 75.9%+13.0pp | 70.7%+18.2pp |
| Annual return | 13.99% | 23.44%-9.5pp | 25.76%-11.8pp | 116.89%-102.9pp |
| Employer contribution / active EE | $1,925 | $2,798-31.2% | $3,723-48.3% | $2,428-20.7% |
| Participant deferral / active EE | $6,509 | $3,517+85.1% | $4,654+39.9% | $4,046+60.9% |
| Admin fee / account holder | $223 | $732-69.5% | $6,755-96.7% | $626-64.4% |