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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,908 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $6,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,380 | $42,909+10.4% | $60,906-22.2% | $68,486-30.8% |
| Participation rate | 65.2% | 66.8%-1.6pp | 73.1%-7.9pp | 67.9%-2.7pp |
| Annual return | -10.93% | -13.99%+3.1pp | 16.94%-27.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $909 | $1,979-54.0% | $2,703-66.4% | $2,597-65.0% |
| Participant deferral / active EE | $2,115 | $2,866-26.2% | $3,814-44.5% | $4,028-47.5% |
| Admin fee / account holder | $143 | $3,104-95.4% | $3,227-95.6% | $5,404-97.3% |