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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC10+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $533,314 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $312,337 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $79,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,467 | $68,110+35.8% | $155,556-40.6% | $99,313-6.9% |
| Participation rate | 44.7% | 67.8%-23.1pp | 78.2%-33.6pp | 71.7%-27.0pp |
| Annual return | 12.85% | 16.16%-3.3pp | 64.84%-52.0pp | 17.67%-4.8pp |
| Employer contribution / active EE | $595 | $2,291-74.0% | $4,675-87.3% | $3,264-81.8% |
| Participant deferral / active EE | $3,611 | $3,865-6.6% | $5,631-35.9% | $5,346-32.4% |
| Admin fee / account holder | $221 | $94+135.3% | $15,885-98.6% | $109+102.6% |