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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $26,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,119 |
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 | $40,344 | $63,905-36.9% | $74,184-45.6% | $57,658-30.0% |
| Participation rate | 83.1% | 79.8%+3.4pp | 76.6%+6.5pp | 70.2%+12.9pp |
| Annual return | 8.30% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,495 | $1,840-18.8% | $2,370-36.9% | $1,974-24.3% |
| Participant deferral / active EE | $3,365 | $3,448-2.4% | $3,550-5.2% | $3,061+9.9% |
| Admin fee / account holder | $105 | $91+15.6% | $5,586-98.1% | $95+11.4% |