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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,005 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,021 | $86,897-77.0% | $151,645-86.8% | $64,824-69.1% |
| Participation rate | 50.4% | 87.3%-36.8pp | 87.5%-37.1pp | 71.5%-21.0pp |
| Annual return | 0.42% | -3.57%+4.0pp | 3.34%-2.9pp | 32.84%-32.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,358 | $6,690-19.9% | $8,363-35.9% | $4,311+24.3% |
| Admin fee / account holder | $169 | $153+10.3% | $11,614-98.5% | $188-10.2% |