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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 | Other Fees | $16,865 |
Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,079 | $93,182-70.9% | $146,643-81.5% | $79,391-65.9% |
| Participation rate | 51.5% | 76.4%-24.9pp | 80.1%-28.6pp | 70.7%-19.2pp |
| Annual return | 22.53% | 21.61%+0.9pp | 22.75%-0.2pp | 116.88%-94.4pp |
| Employer contribution / active EE | $1,676 | $2,420-30.7% | $4,137-59.5% | $2,428-31.0% |
| Participant deferral / active EE | $3,190 | $4,169-23.5% | $5,506-42.1% | $4,046-21.1% |
| Admin fee / account holder | $16 | $585-97.2% | $10,280-99.8% | $627-97.4% |