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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 | $26,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,075 | $111,608-48.0% | $177,827-67.3% | $73,412-20.9% |
| Participation rate | 68.2% | 87.9%-19.6pp | 87.7%-19.5pp | 72.2%-3.9pp |
| Annual return | 25.11% | 18.23%+6.9pp | 48.32%-23.2pp | 59.30%-34.2pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,360 | $6,199+83.3% | $7,713+47.3% | $3,806+198.5% |
| Admin fee / account holder | $109 | $166-34.3% | $12,429-99.1% | $158-31.1% |