Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,481 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $1,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,850 | $78,682+29.4% | $109,188-6.7% | $85,851+18.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 4.19% | 25.09%-20.9pp | 25.76%-21.6pp | 318.63%-314.4pp |
| Employer contribution / active EE | $23,595 | $2,734+763.1% | $3,723+533.7% | $2,565+819.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $55 | $5,470-99.0% | $6,755-99.2% | $6,261-99.1% |