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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,575 |
Filed as: INSURANCE OFFICE OF AMERICA INC Service code 99 4915 W CYPRESS ST #100 · TAMPA, FL 33607 | Other Fees | $4,409 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 40 W EASY ST STE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $4,409 |
QBI, LLC1 year Filed as: QBI LLC Service code 13 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,950 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,565 | $52,961-31.0% | $172,752-78.8% | $65,185-43.9% |
| Participation rate | 35.0% | 66.2%-31.2pp | 82.6%-47.7pp | 70.2%-35.2pp |
| Annual return | 12.45% | 30.12%-17.7pp | 802.97%-790.5pp | 29.38%-16.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $711 | $2,471-71.2% | $5,198-86.3% | $3,514-79.8% |
| Admin fee / account holder | $261 | $472-44.7% | $13,955-98.1% | $847-69.2% |