Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,081 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 | Other Services | $11,342 |
Service code 49 · EIN 93-0987232 | Other Services | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,654 | $53,901-24.6% | $134,162-69.7% | $73,497-44.7% |
| Participation rate | 61.8% | 62.8%-1.0pp | 72.2%-10.4pp | 70.7%-8.9pp |
| Annual return | 13.68% | 15.82%-2.1pp | 36.35%-22.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $238 | $1,458-83.7% | $3,705-93.6% | $2,270-89.5% |
| Participant deferral / active EE | $1,759 | $2,739-35.8% | $3,500-49.7% | $3,740-53.0% |
| Admin fee / account holder | $324 | $581-44.1% | $6,685-95.1% | $513-36.8% |