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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W EASY STREET S-4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $2,944 |
QBI, LLC1 year Service code 13 21031 VENTURA BLVD, 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,161 |
Service code 27 4915 W CYPRESS ST #100 · TAMPA, FL 33607 | Advisory (Plan) | $2,102 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,067 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $1,665 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,269 | $54,573-44.5% | $90,970-66.7% | $73,493-58.8% |
| Participation rate | 19.5% | 61.2%-41.7pp | 69.0%-49.6pp | 70.7%-51.2pp |
| Annual return | 10.13% | 16.69%-6.6pp | 134.58%-124.4pp | 28.51%-18.4pp |
| Employer contribution / active EE | $131 | $991-86.8% | $2,122-93.8% | $2,270-94.2% |
| Participant deferral / active EE | $295 | $2,517-88.3% | $3,373-91.2% | $3,740-92.1% |
| Admin fee / account holder | $223 | $521-57.3% | $5,960-96.3% | $513-56.6% |