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| Provider | Service type | Compensation |
|---|---|---|
WESTGATE3 years Service code 27 445 S LIVERNOIS RD STE 310 · ROCHESTER HILLS, MI 48307 | Advisory (Plan) | $10,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,328 | $87,870-68.9% | $113,168-75.9% | $74,304-63.2% |
| Participation rate | 76.0% | 70.7%+5.3pp | 76.6%-0.5pp | 60.3%+15.7pp |
| Annual return | 12.73% | 26.44%-13.7pp | 24.27%-11.5pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,296 | $2,277-43.1% | $2,975-56.4% | $2,241-42.2% |
| Participant deferral / active EE | $2,335 | $4,241-44.9% | $5,107-54.3% | $3,767-38.0% |
| Admin fee / account holder | $93 | $3,368-97.2% | $12,068-99.2% | $2,969-96.9% |