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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 55 · EIN 84-0467907 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other Commissions | $14,242 |
NICHOLAS PENSION CONSULTANTS1+ years Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $6,131 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,524 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,256 |
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.
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 | $66,319 | $72,177-8.1% | $115,038-42.3% | $59,633+11.2% |
| Participation rate | 52.8% | 72.6%-19.7pp | 81.4%-28.6pp | 68.7%-15.9pp |
| Annual return | 0.71% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $372 | $2,841-86.9% | $4,608-91.9% | $2,203-83.1% |
| Participant deferral / active EE | $8,072 | $4,783+68.8% | $6,026+33.9% | $3,192+152.9% |
| Admin fee / account holder | $34 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |