Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC5+ years Service code 55 · EIN 93-0987232 | Other Commissions | $31,355 |
CROSKEY LANNI, PC4 years Service code 16 · EIN 38-2777985 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
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.
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 | $76,445 | $69,159+10.5% | $125,192-38.9% | $67,579+13.1% |
| Participation rate | 59.9% | 78.2%-18.3pp | 79.8%-19.9pp | 71.3%-11.4pp |
| Annual return | 22.72% | 27.12%-4.4pp | 43.79%-21.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $415 | $2,023-79.5% | $3,866-89.3% | $2,148-80.7% |
| Participant deferral / active EE | $3,443 | $3,700-6.9% | $4,937-30.3% | $3,539-2.7% |
| Admin fee / account holder | $49 | $142-65.3% | $9,704-99.5% | $142-65.4% |