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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,453 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $5,041 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,035 | $91,179-71.4% | $178,499-85.4% | $79,852-67.4% |
| Participation rate | 82.7% | 69.2%+13.4pp | 81.9%+0.7pp | 69.6%+13.0pp |
| Annual return | 12.64% | 24.19%-11.6pp | 151.10%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $683 | $3,256-79.0% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,398 | $3,236-56.8% | $5,202-73.1% | $3,740-62.6% |
| Admin fee / account holder | $195 | $6,749-97.1% | $13,986-98.6% | $5,306-96.3% |