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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $17,871 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,075 |
Service code 15 · EIN 23-2226550 | Recordkeeping | $8,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,981 | $76,371-17.5% | $93,621-32.7% | $72,975-13.7% |
| Participation rate | 95.9% | 71.8%+24.2pp | 75.8%+20.1pp | 69.5%+26.4pp |
| Annual return | 23.51% | 25.82%-2.3pp | 32.76%-9.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,118 | $2,276-50.9% | $2,719-58.9% | $2,440-54.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $243 | $6,839-96.4% | $7,890-96.9% | $5,124-95.3% |