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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS3 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 · EIN 46-3919960 3355 COCHRAN STREET · SIMI VALLEY, CA 93063 | Advisory (Plan) | $8,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,223 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,674 | $76,112-26.9% | $96,544-42.3% | $71,529-22.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.29% | 22.80%-2.5pp | 25.88%-5.6pp | 28.97%-8.7pp |
| Employer contribution / active EE | $2,644 | $2,248+17.6% | $2,966-10.9% | $2,590+2.1% |
| Participant deferral / active EE | $2,005 | $4,217-52.5% | $4,851-58.7% | $4,291-53.3% |
| Admin fee / account holder | $111 | $2,708-95.9% | $8,254-98.7% | $1,588-93.0% |