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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,083 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $14,196 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $12,049 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Fees | $957 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $480 |
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 | $21,907 | $43,999-50.2% | $79,467-72.4% | $55,725-60.7% |
| Participation rate | 79.9% | 66.9%+13.0pp | 73.3%+6.6pp | 70.9%+9.1pp |
| Annual return | -5.34% | 1.81%-7.2pp | 718.30%-723.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $358 | $1,830-80.4% | $2,800-87.2% | $2,078-82.8% |
| Participant deferral / active EE | $1,681 | $2,538-33.8% | $3,704-54.6% | $3,356-49.9% |
| Admin fee / account holder | $130 | $118+10.2% | $5,104-97.5% | $115+12.4% |