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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS3 years Service code 16 40 W. EASY STREET · SIMI VALLEY, CA 93065 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,421 | $62,592-21.0% | $85,709-42.3% | $85,847-42.4% |
| Participation rate | 33.7% | 61.1%-27.4pp | 69.9%-36.1pp | 69.3%-35.6pp |
| Annual return | 16.16% | 23.77%-7.6pp | 21.49%-5.3pp | 318.61%-302.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,034 | $2,802-63.1% | $3,924-73.7% | $3,952-73.8% |
| Admin fee / account holder | $353 | $4,643-92.4% | $6,876-94.9% | $6,261-94.4% |