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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $16,300 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,044 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,881 | $84,493-45.7% | $125,381-63.4% | $66,938-31.5% |
| Participation rate | 73.8% | 76.4%-2.6pp | 82.4%-8.5pp | 69.8%+4.0pp |
| Annual return | -18.00% | -8.49%-9.5pp | 572.31%-590.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,059 | $3,554-42.1% | $4,815-57.2% | $2,545-19.1% |
| Participant deferral / active EE | $3,706 | $6,783-45.4% | $7,448-50.2% | $4,238-12.6% |
| Admin fee / account holder | $185 | $685-72.9% | $10,007-98.1% | $594-68.8% |