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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,821 |
MONARCH PLAN ADVISORS7 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $25,739 |
TRUOG-RYDING COMPANY, INC.8 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $19,216 |
Filed as: ADVISED ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,720 | $65,960-65.6% | $81,882-72.3% | $77,762-70.8% |
| Participation rate | 82.5% | 65.8%+16.7pp | 72.4%+10.1pp | 70.6%+11.9pp |
| Annual return | 14.68% | 26.64%-12.0pp | 779.47%-764.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $850 | $2,375-64.2% | $2,916-70.9% | $2,728-68.9% |
| Participant deferral / active EE | $2,738 | $3,505-21.9% | $4,323-36.7% | $4,651-41.1% |
| Admin fee / account holder | $152 | $526-71.1% | $7,360-97.9% | $433-64.9% |