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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $28,609 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,967 | $78,607-5.9% | $105,624-30.0% | $74,478-0.7% |
| Participation rate | 76.9% | 72.8%+4.0pp | 75.3%+1.6pp | 67.2%+9.6pp |
| Annual return | 19.06% | 15.96%+3.1pp | 116.20%-97.1pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $1,534 | $2,523-39.2% | $3,168-51.6% | $2,626-41.6% |
| Participant deferral / active EE | $1,905 | $4,325-56.0% | $5,013-62.0% | $4,350-56.2% |
| Admin fee / account holder | $330 | $2,220-85.1% | $10,961-97.0% | $1,946-83.0% |