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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,741 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $16,237 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $12,407 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,321 |
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 | $22,823 | $54,237-57.9% | $90,324-74.7% | $67,582-66.2% |
| Participation rate | 86.1% | 68.6%+17.5pp | 73.3%+12.8pp | 71.3%+14.8pp |
| Annual return | 20.86% | 37.27%-16.4pp | 78.15%-57.3pp | 378.57%-357.7pp |
| Employer contribution / active EE | $546 | $1,846-70.4% | $2,856-80.9% | $2,148-74.6% |
| Participant deferral / active EE | $1,870 | $2,625-28.8% | $3,885-51.9% | $3,539-47.2% |
| Admin fee / account holder | $126 | $123+1.8% | $5,356-97.7% | $142-11.8% |