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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 | $15,165 |
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 WEST EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $9,857 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TRUOG-RYDING COMPANU, INC. Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,150 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $131 |
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 | $70,791 | $64,719+9.4% | $112,249-36.9% | $68,486+3.4% |
| Participation rate | 25.6% | 67.2%-41.5pp | 75.1%-49.4pp | 67.9%-42.3pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,200 | $3,565-66.3% | $4,729-74.6% | $4,028-70.2% |
| Admin fee / account holder | $654 | $5,232-87.5% | $6,412-89.8% | $5,404-87.9% |