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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $29,192 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,669 |
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 | $114,518 | $76,696+49.3% | $96,538+18.6% | $71,529+60.1% |
| Participation rate | 89.8% | 66.6%+23.2pp | 74.3%+15.5pp | 67.9%+21.9pp |
| Annual return | 17.34% | 48.32%-31.0pp | 35.74%-18.4pp | 28.97%-11.6pp |
| Employer contribution / active EE | $1,860 | $3,032-38.6% | $3,740-50.3% | $2,590-28.2% |
| Participant deferral / active EE | $5,967 | $3,770+58.3% | $4,880+22.3% | $4,291+39.0% |
| Admin fee / account holder | $179 | $2,030-91.2% | $6,737-97.3% | $1,588-88.7% |