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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 200 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Advisory (Plan) | $437,405 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $282,220 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $56,369 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $18,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,385 | $44,007+66.8% | $154,110-52.4% | $68,904+6.5% |
| Participation rate | 37.0% | 70.0%-33.1pp | 83.0%-46.0pp | 74.1%-37.1pp |
| Annual return | -1.23% | 8.15%-9.4pp | 735.22%-736.5pp | 1.07%-2.3pp |
| Employer contribution / active EE | $847 | $1,732-51.1% | $5,298-84.0% | $2,540-66.7% |
| Participant deferral / active EE | $2,436 | $2,813-13.4% | $5,081-52.1% | $4,015-39.3% |
| Admin fee / account holder | $166 | $65+156.8% | $13,412-98.8% | $71+133.3% |