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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 | Other Fees | $20,926 |
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 | $25,901 | $86,692-70.1% | $119,634-78.3% | $66,949-61.3% |
| Participation rate | 60.8% | 75.6%-14.8pp | 79.3%-18.5pp | 69.8%-9.0pp |
| Annual return | -10.38% | -8.00%-2.4pp | -14.98%+4.6pp | 1.57%-11.9pp |
| Employer contribution / active EE | $2,487 | $2,536-1.9% | $4,232-41.2% | $2,545-2.3% |
| Participant deferral / active EE | $4,804 | $4,360+10.2% | $5,601-14.2% | $4,239+13.3% |
| Admin fee / account holder | $17 | $755-97.7% | $10,329-99.8% | $594-97.1% |