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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS8 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $25,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,349 |
R-TECH CONSULTANTS, INC.11+ years Service code 13 | Contract Administrator | $5,000 |
R-TECH CONSULTANTS, INC.6 years Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,158 | $63,904+114.6% | $89,340+53.5% | $67,986+101.7% |
| Participation rate | 68.0% | 54.3%+13.7pp | 69.6%-1.5pp | 57.2%+10.8pp |
| Annual return | 14.59% | 18.09%-3.5pp | 20.57%-6.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $466 | $1,627-71.4% | $2,231-79.1% | $2,019-76.9% |
| Participant deferral / active EE | $3,577 | $2,691+32.9% | $3,823-6.4% | $3,358+6.5% |
| Admin fee / account holder | $332 | $3,315-90.0% | $6,704-95.0% | $3,203-89.6% |