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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,529 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $23,639 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,409 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,752 | $104,482+69.2% | $159,455+10.8% | $79,393+122.6% |
| Participation rate | 86.9% | 76.6%+10.3pp | 82.8%+4.0pp | 70.7%+16.2pp |
| Annual return | 16.21% | 67.96%-51.7pp | 263.63%-247.4pp | 116.87%-100.7pp |
| Employer contribution / active EE | $1,732 | $3,416-49.3% | $4,830-64.1% | $2,428-28.6% |
| Participant deferral / active EE | $9,387 | $6,467+45.2% | $7,353+27.7% | $4,046+132.0% |
| Admin fee / account holder | $279 | $711-60.8% | $10,800-97.4% | $627-55.4% |