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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,748 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 | Other Services | $14,666 |
Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,317 | $45,602-20.4% | $117,490-69.1% | $66,923-45.7% |
| Participation rate | 54.8% | 57.6%-2.8pp | 70.6%-15.8pp | 69.8%-15.0pp |
| Annual return | -16.41% | -16.74%+0.3pp | 29.75%-46.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $514 | $1,579-67.4% | $4,177-87.7% | $2,545-79.8% |
| Participant deferral / active EE | $1,844 | $2,845-35.2% | $4,071-54.7% | $4,237-56.5% |
| Admin fee / account holder | $312 | $661-52.8% | $5,646-94.5% | $593-47.4% |