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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 16 BARISTER COURT · FAIRLAWN, NJ 07410 | Other Fees | $2,987 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,163 | $43,133+11.7% | $89,391-46.1% | $73,488-34.5% |
| Participation rate | 20.7% | 55.0%-34.3pp | 68.0%-47.3pp | 70.7%-50.0pp |
| Annual return | 7.88% | 135.66%-127.8pp | 245.62%-237.7pp | 28.51%-20.6pp |
| Employer contribution / active EE | $489 | $1,438-66.0% | $2,586-81.1% | $2,270-78.4% |
| Participant deferral / active EE | $755 | $2,445-69.1% | $3,890-80.6% | $3,740-79.8% |
| Admin fee / account holder | $14 | $444-96.9% | $4,881-99.7% | $513-97.3% |