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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,660 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 40 WEST EASY STREET, SUITE 3 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $15,556 |
R-TECH CONSULTANTS, INC.4+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $10,950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,702 | $48,261+17.5% | $68,612-17.4% | $55,725+1.8% |
| Participation rate | 69.4% | 71.0%-1.7pp | 72.2%-2.9pp | 70.9%-1.5pp |
| Annual return | -5.98% | -2.61%-3.4pp | -4.63%-1.3pp | 244.93%-250.9pp |
| Employer contribution / active EE | $356 | $1,742-79.5% | $2,625-86.4% | $2,078-82.9% |
| Participant deferral / active EE | $2,614 | $2,712-3.6% | $3,311-21.0% | $3,356-22.1% |
| Admin fee / account holder | $191 | $126+51.4% | $5,131-96.3% | $115+65.9% |