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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC7+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $551,120 |
Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $429,955 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $322,696 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $20,910 |
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 | $93,283 | $69,238+34.7% | $185,854-49.8% | $101,555-8.1% |
| Participation rate | 44.2% | 73.5%-29.3pp | 81.7%-37.5pp | 74.5%-30.4pp |
| Annual return | 13.69% | 21.26%-7.6pp | 122.12%-108.4pp | 21.00%-7.3pp |
| Employer contribution / active EE | $540 | $2,104-74.3% | $5,169-89.6% | $2,972-81.8% |
| Participant deferral / active EE | $3,248 | $3,764-13.7% | $5,569-41.7% | $4,874-33.4% |
| Admin fee / account holder | $243 | $66+266.1% | $16,246-98.5% | $139+74.1% |