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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping fees; Cl... | $10,468 |
Filed as: ROYAL ALLIANCE ASSOCIATION, INC. Service code 27 1 WORLD FINANCIAL CTR · NEW YORK, NY 102812100 | Advisory (Plan) | $7,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,230 | $44,873-1.4% | $79,467-44.3% | $56,289-21.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 73.3%-23.3pp | 69.9%-19.9pp |
| Annual return | -9.17% | 0.81%-10.0pp | 718.30%-727.5pp | -9.96%+0.8pp |
| Employer contribution / active EE | $776 | $2,140-63.8% | $2,800-72.3% | $2,111-63.3% |
| Participant deferral / active EE | $2,113 | $2,746-23.0% | $3,704-43.0% | $3,350-36.9% |
| Admin fee / account holder | $216 | $418-48.4% | $5,104-95.8% | $521-58.6% |