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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 200 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Advisory (Plan) | $387,650 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $263,005 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $56,063 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $23,750 |
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 | $73,937 | $48,835+51.4% | $170,435-56.6% | $177,276-58.3% |
| Participation rate | 38.2% | 72.1%-33.9pp | 83.6%-45.4pp | 74.8%-36.7pp |
| Annual return | 13.01% | 19.44%-6.4pp | 205.94%-192.9pp | 21.25%-8.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,432-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $2,415 | $2,757-12.4% | $4,939-51.1% | $3,881-37.8% |
| Admin fee / account holder | $141 | $52+172.1% | $13,881-99.0% | $154-8.3% |