Filed August 27, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FAITH FINANCIAL ADVISORS, INC.1+ years Service code 27 · EIN 46-2912694 | Advisory (Plan) | $43,260 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE Service code 27 | Advisory (Plan) | $34,106 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 62-1868111 | Contract Administrator | $6,402 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 49 · EIN 20-4548831 | Other Services | $3,183 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
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 | $54,471 | $48,277+12.8% | $63,517-14.2% | $55,191-1.3% |
| Participation rate | 55.3% | 69.4%-14.1pp | 71.0%-15.8pp | 69.2%-13.9pp |
| Annual return | -1.23% | 2.37%-3.6pp | -70.30%+69.1pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,211 | $1,592-23.9% | $2,322-47.8% | $1,899-36.2% |
| Participant deferral / active EE | $1,907 | $2,432-21.6% | $2,953-35.4% | $3,046-37.4% |
| Admin fee / account holder | $15 | $86-82.8% | $5,892-99.7% | $91-83.8% |