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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $10,012 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,447 |
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 | $74,522 | $70,917+5.1% | $98,920-24.7% | $73,493+1.4% |
| Participation rate | 87.4% | 73.8%+13.6pp | 76.0%+11.3pp | 70.7%+16.7pp |
| Annual return | 19.64% | 34.18%-14.5pp | 196.47%-176.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,065 | $2,037-47.7% | $2,689-60.4% | $2,270-53.1% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $183 | $535-65.7% | $6,643-97.2% | $513-64.3% |