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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $14,771 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,013 | $47,180-61.8% | $149,723-88.0% | $74,473-75.8% |
| Participation rate | 77.0% | 63.4%+13.6pp | 78.8%-1.8pp | 70.7%+6.2pp |
| Annual return | 15.02% | 22.75%-7.7pp | 134.50%-119.5pp | 34.36%-19.3pp |
| Employer contribution / active EE | $1,466 | $1,907-23.1% | $4,821-69.6% | $2,638-44.4% |
| Participant deferral / active EE | $2,637 | $2,730-3.4% | $5,682-53.6% | $4,530-41.8% |
| Admin fee / account holder | $24 | $343-93.0% | $13,215-99.8% | $347-93.1% |