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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS3 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 40 W EAST ST SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $18,863 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,569 |
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $5,200 |
R-TECH CONSULTANTS, INC.6+ years Service code 13 | Contract Administrator | $5,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,290 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,338 | $61,473+42.1% | $81,726+6.9% | $73,412+19.0% |
| Participation rate | 64.8% | 72.4%-7.6pp | 72.0%-7.2pp | 72.2%-7.4pp |
| Annual return | 13.86% | 28.26%-14.4pp | 29.49%-15.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $120 | $1,898-93.7% | $4,311-97.2% | $2,234-94.6% |
| Participant deferral / active EE | $2,350 | $3,080-23.7% | $7,108-66.9% | $3,806-38.3% |
| Admin fee / account holder | $183 | $125+45.7% | $5,160-96.5% | $158+15.8% |