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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 99 | Other Fees | $62,529 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Other Services | $58,936 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $38,239 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,167 | $168,477-16.8% | $105,387+33.0% | $77,775+80.2% |
| Participation rate | 86.5% | 91.6%-5.1pp | 82.6%+4.0pp | 73.2%+13.3pp |
| Annual return | 129.75% | 25.62%+104.1pp | 26.82%+102.9pp | 32.58%+97.2pp |
| Employer contribution / active EE | $2,314 | $4,957-53.3% | $4,213-45.1% | $2,504-7.6% |
| Participant deferral / active EE | $4,558 | $8,141-44.0% | $5,502-17.2% | $3,966+14.9% |
| Admin fee / account holder | $62 | $103-39.3% | $6,559-99.1% | $100-37.8% |