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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,539 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 WEST EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,064 |
Filed as: TRUOG-RYDING COMPANU, INC. Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,007 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,111 | $65,364-18.7% | $92,909-42.8% | $72,975-27.2% |
| Participation rate | 31.6% | 68.3%-36.7pp | 76.0%-44.4pp | 69.5%-37.9pp |
| Annual return | 17.30% | 42.11%-24.8pp | 109.44%-92.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $3,128-69.1% | $4,238-77.2% | $3,608-73.2% |
| Admin fee / account holder | $486 | $4,251-88.6% | $5,795-91.6% | $5,124-90.5% |