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| Provider | Service type | Compensation |
|---|---|---|
WESTGATE1 year Service code 27 445 S LIVERNOIS RD STE 310 · ROCHESTER HILLS, MI 48307 | Advisory (Plan) | $7,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$2,901 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,235 | $76,112-55.0% | $96,534-64.5% | $71,511-52.1% |
| Participation rate | 78.2% | 74.4%+3.7pp | 76.0%+2.2pp | 67.9%+10.2pp |
| Annual return | 14.79% | 22.81%-8.0pp | 25.88%-11.1pp | 28.86%-14.1pp |
| Employer contribution / active EE | $956 | $2,248-57.5% | $2,965-67.8% | $2,589-63.1% |
| Participant deferral / active EE | $2,585 | $4,217-38.7% | $4,851-46.7% | $4,291-39.8% |
| Admin fee / account holder | $39 | $2,708-98.5% | $8,253-99.5% | $1,588-97.5% |