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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 | Other Fees | $9,637 |
Service code 49 | Other Services | $1,646 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Filed as: VRIAC Service code 99 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
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.
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 | $72,802 | $65,582+11.0% | $64,101+13.6% | $71,511+1.8% |
| Participation rate | 66.7% | 73.2%-6.5pp | 72.3%-5.6pp | 67.9%-1.3pp |
| Annual return | 10.67% | 18.96%-8.3pp | 33.72%-23.1pp | 28.86%-18.2pp |
| Employer contribution / active EE | $1,736 | $2,671-35.0% | $2,749-36.8% | $2,589-32.9% |
| Participant deferral / active EE | $3,394 | $3,628-6.4% | $3,881-12.5% | $4,291-20.9% |
| Admin fee / account holder | $69 | $616-88.8% | $3,070-97.7% | $1,588-95.6% |