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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYCAL ALLIANCE ASSOCIATES INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $41,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,629 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,361 | $104,336-63.2% | $159,455-75.9% | $86,813-55.8% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.8%+13.1pp | 72.3%+23.7pp |
| Annual return | 20.60% | 26.32%-5.7pp | 263.63%-243.0pp | 97.93%-77.3pp |
| Employer contribution / active EE | $1,448 | $3,451-58.0% | $4,830-70.0% | $2,406-39.8% |
| Participant deferral / active EE | $7,827 | $6,837+14.5% | $7,353+6.4% | $4,131+89.4% |
| Admin fee / account holder | $57 | $172-66.7% | $10,800-99.5% | $170-66.2% |