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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS1+ years Filed as: MONARCH CORPORATE ADVISOSRS Service code 27 30700 RUSSELL RANCH RD · WESTLAKE VILLAGE, CA 91362 | Advisory (Plan) | $10,671 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,357 | $70,002-72.3% | $115,038-83.2% | $52,331-63.0% |
| Participation rate | 84.8% | 72.1%+12.7pp | 81.4%+3.4pp | 68.1%+16.7pp |
| Annual return | 2.17% | 4.04%-1.9pp | 26.14%-24.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,319 | $2,715-51.4% | $4,608-71.4% | $1,882-29.9% |
| Participant deferral / active EE | $4,647 | $4,920-5.5% | $6,026-22.9% | $3,022+53.8% |
| Admin fee / account holder | $79 | $566-86.0% | $8,175-99.0% | $592-86.6% |