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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC9+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $453,591 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $258,760 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $68,556 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,119 | $59,312+41.8% | $149,740-43.8% | $103,657-18.8% |
| Participation rate | 44.1% | 70.3%-26.2pp | 78.8%-34.7pp | 73.4%-29.3pp |
| Annual return | 14.22% | 78.03%-63.8pp | 134.51%-120.3pp | 33.13%-18.9pp |
| Employer contribution / active EE | $515 | $2,187-76.4% | $4,821-89.3% | $3,216-84.0% |
| Participant deferral / active EE | $3,380 | $3,719-9.1% | $5,683-40.5% | $5,218-35.2% |
| Admin fee / account holder | $190 | $103+85.1% | $13,222-98.6% | $114+66.6% |