Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC3+ years Service code 55 · EIN 93-0987232 | Other Commissions | $19,816 |
CROSKEY LANNI, PC2 years Service code 16 · EIN 38-2777985 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,784 | $71,666+9.9% | $117,861-33.2% | $69,631+13.1% |
| Participation rate | 56.0% | 77.5%-21.5pp | 79.7%-23.7pp | 70.7%-14.7pp |
| Annual return | 17.10% | 18.86%-1.8pp | 335.11%-318.0pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $372 | $1,889-80.3% | $3,786-90.2% | $2,032-81.7% |
| Participant deferral / active EE | $3,002 | $3,340-10.1% | $4,482-33.0% | $3,224-6.9% |
| Admin fee / account holder | $74 | $120-38.5% | $8,021-99.1% | $110-33.0% |