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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,758 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $30,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,262 | $106,236-75.3% | $112,249-76.6% | $64,819-59.5% |
| Participation rate | 78.9% | 71.7%+7.2pp | 75.1%+3.8pp | 71.5%+7.4pp |
| Annual return | -17.35% | -6.02%-11.3pp | 27.48%-44.8pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,342 | $3,166-26.0% | $3,636-35.6% | $2,507-6.6% |
| Participant deferral / active EE | $1,919 | $3,785-49.3% | $4,729-59.4% | $4,311-55.5% |
| Admin fee / account holder | $285 | $452-37.0% | $6,412-95.6% | $188+51.6% |