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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 | Other Fees | $23,942 |
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 | $31,705 | $83,045-61.8% | $130,045-75.6% | $71,511-55.7% |
| Participation rate | 56.3% | 74.1%-17.8pp | 78.5%-22.2pp | 67.9%-11.6pp |
| Annual return | 22.81% | 20.61%+2.2pp | -137.30%+160.1pp | 28.86%-6.0pp |
| Employer contribution / active EE | $2,731 | $2,623+4.1% | $4,321-36.8% | $2,589+5.5% |
| Participant deferral / active EE | $5,764 | $4,436+29.9% | $5,820-1.0% | $4,291+34.3% |
| Admin fee / account holder | $24 | $1,727-98.6% | $10,600-99.8% | $1,588-98.5% |