Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC8+ years Service code 55 · EIN 93-0987232 | Other Commissions | $43,732 |
CROSKEY LANNI, PC7 years Service code 16 · EIN 38-2777985 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,055 | $71,142+6.9% | $119,609-36.4% | $64,808+17.4% |
| Participation rate | 59.5% | 78.6%-19.2pp | 79.3%-19.8pp | 71.5%-12.0pp |
| Annual return | -15.38% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $822 | $2,497-67.1% | $4,232-80.6% | $2,506-67.2% |
| Participant deferral / active EE | $4,635 | $4,490+3.2% | $5,602-17.3% | $4,310+7.5% |
| Admin fee / account holder | $61 | $162-62.6% | $10,323-99.4% | $188-67.8% |