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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 | $15,884 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 WEST EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $8,865 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANU, INC. Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,532 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,108 | $72,273+1.2% | $101,275-27.8% | $79,856-8.5% |
| Participation rate | 26.1% | 68.5%-42.4pp | 75.8%-49.7pp | 69.6%-43.6pp |
| Annual return | 11.58% | 22.30%-10.7pp | 46.48%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,035 | $3,282-68.5% | $4,371-76.3% | $3,741-72.3% |
| Admin fee / account holder | $672 | $4,401-84.7% | $5,948-88.7% | $5,306-87.3% |