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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 300 EXECUTIVE DRIVE · WEST ORANGE, NJ 07052 | Advisory (Plan) | $34,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $75,006 | $75,388-0.5% | $123,552-39.3% | $55,725+34.6% |
| Participation rate | 66.9% | 75.7%-8.7pp | 82.3%-15.4pp | 70.9%-3.9pp |
| Annual return | -8.43% | 4.48%-12.9pp | 119.20%-127.6pp | 244.93%-253.4pp |
| Employer contribution / active EE | $6,905 | $3,063+125.4% | $4,628+49.2% | $2,078+232.3% |
| Participant deferral / active EE | $8,227 | $5,651+45.6% | $6,426+28.0% | $3,356+145.2% |
| Admin fee / account holder | $153 | $120+27.4% | $9,285-98.4% | $115+32.5% |