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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 40 EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,862 | $65,437-13.1% | $86,698-34.4% | $66,949-15.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.42% | -10.91%-8.5pp | 35.96%-55.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $2,829 | $2,154+31.4% | $2,837-0.3% | $2,545+11.2% |
| Participant deferral / active EE | $2,221 | $4,102-45.9% | $4,656-52.3% | $4,239-47.6% |
| Admin fee / account holder | $146 | $642-77.2% | $7,492-98.0% | $594-75.4% |