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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 3025 HIGHLAND PKWY. · DOWNERS GROVE, IL 60515 | Other Commissions | $13,042 |
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $5,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,256 | $79,523-46.9% | $140,019-69.8% | $56,287-24.9% |
| Participation rate | 56.9% | 85.7%-28.9pp | 87.5%-30.6pp | 69.9%-13.0pp |
| Annual return | 0.72% | 2.39%-1.7pp | 651.15%-650.4pp | -9.96%+10.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,971 | $5,129+55.4% | $6,927+15.1% | $3,350+138.0% |
| Admin fee / account holder | $128 | $614-79.1% | $10,705-98.8% | $521-75.3% |