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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 · EIN 11-2858341 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Fees | $40,000 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $35,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,151 | $45,719+138.7% | $96,139+13.5% | $93,030+17.3% |
| Participation rate | 0.0% | 45.8%-45.8pp | 68.4%-68.4pp | 73.9%-73.9pp |
| Annual return | 12.19% | 3211.95%-3199.8pp | 191.94%-179.8pp | 158.70%-146.5pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,900 | $2,344+66.4% | $4,349-10.3% | $4,562-14.5% |
| Admin fee / account holder | $133 | $128+4.2% | $5,537-97.6% | $152-12.1% |