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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS7 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $23,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,934 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,430 |
R-TECH CONSULTANTS, INC.10+ years Service code 13 | Contract Administrator | $5,000 |
R-TECH CONSULTANTS, INC.5 years Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $4,000 |
Employer 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 | $125,293 | $62,177+101.5% | $81,370+54.0% | $74,478+68.2% |
| Participation rate | 71.1% | 64.1%+7.1pp | 69.5%+1.6pp | 67.2%+3.9pp |
| Annual return | 14.95% | 16.62%-1.7pp | 24.85%-9.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $484 | $1,881-74.3% | $2,464-80.4% | $2,626-81.6% |
| Participant deferral / active EE | $3,523 | $3,219+9.4% | $3,885-9.3% | $4,350-19.0% |
| Admin fee / account holder | $294 | $1,927-84.7% | $5,749-94.9% | $1,946-84.9% |