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| Provider | Service type | Compensation |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $11,559 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 P.O. BOX 159 · WEST BRANCH, MI 48861 | Advisory (Plan) | $10,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,919 | $54,320-56.0% | $67,652-64.6% | $52,331-54.3% |
| Participation rate | 62.8% | 73.6%-10.8pp | 75.7%-12.9pp | 68.1%-5.3pp |
| Annual return | -0.13% | 6.81%-6.9pp | 6625.40%-6625.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $767 | $1,544-50.3% | $2,266-66.1% | $1,882-59.2% |
| Participant deferral / active EE | $1,300 | $2,950-55.9% | $3,560-63.5% | $3,022-57.0% |
| Admin fee / account holder | $52 | $527-90.2% | $4,821-98.9% | $592-91.3% |