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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 200 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Advisory (Plan) | $355,807 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $260,424 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $52,196 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,645 | $43,110+54.6% | $156,551-57.4% | $65,292+2.1% |
| Participation rate | 37.9% | 69.3%-31.4pp | 84.0%-46.1pp | 72.4%-34.5pp |
| Annual return | 4.63% | 11.24%-6.6pp | 32.23%-27.6pp | 11.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $2,298 | $2,520-8.8% | $4,871-52.8% | $3,579-35.8% |
| Admin fee / account holder | $140 | $47+196.7% | $13,028-98.9% | $57+144.3% |