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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,800 |
Filed as: ROYAL ALLIACE ASSOCIATES INC Service code 27 | Advisory (Plan) | $33,588 |
PENSION ASSURANCE LLP5 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $11,852 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,672 | $59,417-1.3% | $93,606-37.3% | $74,495-21.2% |
| Participation rate | 91.8% | 59.7%+32.1pp | 68.7%+23.1pp | 67.2%+24.6pp |
| Annual return | 10.34% | 81.83%-71.5pp | 133.20%-122.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $673 | $1,264-46.8% | $2,420-72.2% | $2,623-74.3% |
| Participant deferral / active EE | $5,440 | $3,050+78.3% | $4,411+23.3% | $4,346+25.2% |
| Admin fee / account holder | $266 | $3,021-91.2% | $8,285-96.8% | $1,942-86.3% |