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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 3355 COCHRAN STREET · SIMI VALLEY, CA 93063 | Advisory (Plan) | $10,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,914 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,478 | $79,223-24.9% | $102,460-42.0% | $74,478-20.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.17% | 54.98%-40.8pp | 29.47%-15.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $3,090 | $2,363+30.8% | $3,025+2.1% | $2,626+17.7% |
| Participant deferral / active EE | $2,337 | $4,417-47.1% | $5,056-53.8% | $4,350-46.3% |
| Admin fee / account holder | $136 | $2,003-93.2% | $9,460-98.6% | $1,946-93.0% |