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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,490 |
MONARCH PLAN ADVISORS6 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $21,096 |
TRUOG-RYDING COMPANY, INC.7 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $15,112 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,474 | $52,188-41.6% | $86,640-64.8% | $74,460-59.1% |
| Participation rate | 45.3% | 66.3%-21.0pp | 71.7%-26.4pp | 70.7%-25.4pp |
| Annual return | 17.87% | 44.46%-26.6pp | 592.52%-574.7pp | 34.38%-16.5pp |
| Employer contribution / active EE | $622 | $2,282-72.7% | $3,024-79.4% | $2,638-76.4% |
| Participant deferral / active EE | $2,423 | $3,383-28.4% | $4,438-45.4% | $4,530-46.5% |
| Admin fee / account holder | $170 | $319-46.7% | $5,616-97.0% | $348-51.2% |