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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS5 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $20,422 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,305 |
R-TECH CONSULTANTS, INC.3 years Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $5,050 |
R-TECH CONSULTANTS, INC.8+ years Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,883 |
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 | $89,172 | $50,199+77.6% | $69,884+27.6% | $66,938+33.2% |
| Participation rate | 69.8% | 66.3%+3.5pp | 70.5%-0.6pp | 69.8%0pp |
| Annual return | -15.61% | -13.85%-1.8pp | 190.81%-206.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $447 | $1,864-76.0% | $2,560-82.5% | $2,545-82.4% |
| Participant deferral / active EE | $3,249 | $3,112+4.4% | $3,848-15.6% | $4,238-23.3% |
| Admin fee / account holder | $250 | $600-58.3% | $6,266-96.0% | $594-57.9% |