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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS6 years Filed as: MONARCH CORPORATE ADVISORS, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $20,730 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,424 |
R-TECH CONSULTANTS, INC.9+ years Service code 13 | Contract Administrator | $5,000 |
R-TECH CONSULTANTS, INC.4 years Filed as: R-TECH CONSULTANTS, INC Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $4,150 |
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 | $104,684 | $56,423+85.5% | $77,183+35.6% | $71,495+46.4% |
| Participation rate | 69.3% | 64.3%+5.0pp | 69.6%-0.2pp | 67.9%+1.4pp |
| Annual return | 17.66% | 19.05%-1.4pp | 37.89%-20.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $453 | $1,866-75.7% | $2,534-82.1% | $2,589-82.5% |
| Participant deferral / active EE | $3,136 | $3,142-0.2% | $3,833-18.2% | $4,291-26.9% |
| Admin fee / account holder | $255 | $1,429-82.1% | $5,475-95.3% | $1,588-83.9% |