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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,061 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,545 | $91,167-86.2% | $178,498-93.0% | $79,858-84.3% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 2.39% | 24.19%-21.8pp | 151.09%-148.7pp | 31.72%-29.3pp |
| Employer contribution / active EE | $1,168 | $3,255-64.1% | $5,011-76.7% | $2,471-52.7% |
| Participant deferral / active EE | $1,855 | $3,236-42.7% | $5,202-64.3% | $3,740-50.4% |
| Admin fee / account holder | $63 | $6,747-99.1% | $13,985-99.5% | $5,306-98.8% |