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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 51 1440 N. 16TH AVENUE · YAKIMA, WA 98902 | Investment Mgmt Fees | $13,648 |
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.
Annual investment return 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 | $66,796 | $60,165+11.0% | $74,184-10.0% | $55,167+21.1% |
| Participation rate | 47.5% | 74.2%-26.7pp | 76.6%-29.2pp | 69.0%-21.5pp |
| Annual return | 2.92% | 10.00%-7.1pp | 17.74%-14.8pp | 169.23%-166.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $928 | $2,973-68.8% | $3,550-73.9% | $3,054-69.6% |
| Admin fee / account holder | $131 | $419-68.7% | $5,586-97.7% | $504-74.0% |