Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 15 10 EXCHANGE PLACE-SUITE 1410 · JERSEY CITY, NJ 07302 | Recordkeeping | $20,572 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,095 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,724 | $54,573-7.1% | $90,951-44.2% | $73,488-31.0% |
| Participation rate | 75.1% | 61.2%+14.0pp | 69.0%+6.1pp | 70.7%+4.5pp |
| Annual return | 14.97% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,060 | $991+6.9% | $2,122-50.0% | $2,270-53.3% |
| Participant deferral / active EE | $3,300 | $2,517+31.1% | $3,373-2.2% | $3,740-11.8% |
| Admin fee / account holder | $190 | $521-63.6% | $5,959-96.8% | $513-63.0% |