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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $22,500 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $15,093 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT-PIERCE Service code 99 · EIN 01-0228316 | Other Fees | $9,948 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,560 | $82,188+107.5% | $125,391+36.0% | $64,824+163.1% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -16.49% | 3.50%-20.0pp | 572.41%-588.9pp | 32.84%-49.3pp |
| Employer contribution / active EE | $5,342 | $3,617+47.7% | $4,816+10.9% | $2,507+113.1% |
| Participant deferral / active EE | $9,619 | $7,177+34.0% | $7,448+29.1% | $4,311+123.1% |
| Admin fee / account holder | $277 | $163+69.4% | $10,009-97.2% | $188+47.2% |