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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS7 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $49,825 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,929 | $47,105+144.0% | $68,368+68.1% | $67,986+69.0% |
| Participation rate | 91.4% | 51.8%+39.6pp | 73.8%+17.6pp | 57.2%+34.2pp |
| Annual return | 18.09% | 48.37%-30.3pp | 292.57%-274.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $6,217 | $1,859+234.5% | $2,649+134.7% | $2,019+208.0% |
| Participant deferral / active EE | $12,105 | $2,374+409.9% | $4,123+193.6% | $3,358+260.5% |
| Admin fee / account holder | $421 | $2,435-82.7% | $5,150-91.8% | $3,203-86.8% |