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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 40 EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,977 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,606 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,690 |
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 | $73,185 | $84,940-13.8% | $111,306-34.2% | $79,389-7.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.70% | 17.45%-2.8pp | 54.67%-40.0pp | 116.89%-102.2pp |
| Employer contribution / active EE | $2,756 | $1,979+39.2% | $2,732+0.9% | $2,428+13.5% |
| Participant deferral / active EE | $2,474 | $3,889-36.4% | $4,488-44.9% | $4,046-38.9% |
| Admin fee / account holder | $142 | $537-73.6% | $7,966-98.2% | $626-77.3% |