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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $39,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,506 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,864 | $88,324-78.6% | $115,037-83.6% | $55,191-65.8% |
| Participation rate | 90.1% | 72.5%+17.6pp | 81.4%+8.7pp | 69.2%+21.0pp |
| Annual return | -0.80% | 6.30%-7.1pp | 26.14%-26.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,810 | $2,805-35.5% | $4,608-60.7% | $1,899-4.7% |
| Participant deferral / active EE | $5,100 | $5,042+1.1% | $6,026-15.4% | $3,046+67.4% |
| Admin fee / account holder | $89 | $105-15.5% | $8,175-98.9% | $91-2.0% |