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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $36,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,174 |
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 | $25,857 | $88,122-70.7% | $141,191-81.7% | $67,579-61.7% |
| Participation rate | 90.3% | 76.5%+13.9pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 42.14% | 75.40%-33.3pp | 71.41%-29.3pp | 378.56%-336.4pp |
| Employer contribution / active EE | $1,234 | $3,224-61.7% | $4,736-74.0% | $2,148-42.6% |
| Participant deferral / active EE | $6,346 | $5,958+6.5% | $6,710-5.4% | $3,539+79.3% |
| Admin fee / account holder | $118 | $131-10.1% | $10,264-98.9% | $142-17.3% |