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| Provider | Service type | Compensation |
|---|---|---|
WESTGATE2 years Service code 27 445 S LIVERNOIS RD STE 310 · ROCHESTER HILLS, MI 48307 | Advisory (Plan) | $12,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,843 | $79,171-63.6% | $102,423-71.8% | $74,495-61.3% |
| Participation rate | 83.5% | 74.8%+8.7pp | 76.5%+7.0pp | 67.2%+16.3pp |
| Annual return | 7.36% | 54.93%-47.6pp | 29.32%-22.0pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $1,403 | $2,362-40.6% | $3,023-53.6% | $2,623-46.5% |
| Participant deferral / active EE | $2,533 | $4,415-42.6% | $5,053-49.9% | $4,346-41.7% |
| Admin fee / account holder | $97 | $2,001-95.2% | $9,451-99.0% | $1,942-95.0% |