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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST1 year Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $28,058 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,854 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $977 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,391 | $101,499+43.2% | $147,005-1.1% | $74,546+95.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.90% | 8732.34%-8718.4pp | 418.76%-404.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $2,754 | $3,811-27.7% | $4,934-44.2% | $2,624+5.0% |
| Participant deferral / active EE | $6,883 | $7,304-5.8% | $8,070-14.7% | $4,347+58.3% |
| Admin fee / account holder | $300 | $1,748-82.8% | $13,006-97.7% | $1,944-84.6% |