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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $29,721 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,321 |
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 | $116,650 | $64,176+81.8% | $112,263+3.9% | $66,949+74.2% |
| Participation rate | 85.6% | 68.4%+17.2pp | 75.1%+10.6pp | 69.8%+15.8pp |
| Annual return | -17.10% | -13.80%-3.3pp | 27.49%-44.6pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,738 | $3,007-42.2% | $3,636-52.2% | $2,545-31.7% |
| Participant deferral / active EE | $6,186 | $3,694+67.5% | $4,729+30.8% | $4,239+45.9% |
| Admin fee / account holder | $182 | $626-71.0% | $6,410-97.2% | $594-69.4% |