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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,206 |
MONARCH PLAN ADVISORS5 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $20,725 |
TRUOG-RYDING COMPANY, INC.6 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $13,394 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,160 | $47,766-47.3% | $82,763-69.6% | $64,824-61.2% |
| Participation rate | 85.3% | 67.7%+17.6pp | 72.6%+12.8pp | 71.5%+13.9pp |
| Annual return | -16.26% | -13.06%-3.2pp | 702.45%-718.7pp | 32.84%-49.1pp |
| Employer contribution / active EE | $955 | $2,182-56.2% | $3,008-68.2% | $2,507-61.9% |
| Participant deferral / active EE | $2,825 | $3,332-15.2% | $4,395-35.7% | $4,311-34.5% |
| Admin fee / account holder | $177 | $143+23.5% | $5,325-96.7% | $188-6.0% |