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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC8+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $501,675 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $251,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,125 | $52,346+47.3% | $143,801-46.4% | $78,104-1.3% |
| Participation rate | 43.2% | 72.7%-29.5pp | 80.3%-37.1pp | 74.5%-31.3pp |
| Annual return | -13.34% | -14.19%+0.9pp | -0.04%-13.3pp | 10.90%-24.2pp |
| Employer contribution / active EE | $565 | $2,131-73.5% | $4,952-88.6% | $3,128-81.9% |
| Participant deferral / active EE | $3,368 | $3,800-11.4% | $5,639-40.3% | $5,089-33.8% |
| Admin fee / account holder | $194 | $63+206.4% | $14,680-98.7% | $79+146.2% |