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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,072 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,957 | $65,083-54.0% | $143,788-79.2% | $66,930-55.2% |
| Participation rate | 47.5% | 65.2%-17.7pp | 80.3%-32.8pp | 69.8%-22.3pp |
| Annual return | -10.69% | -11.13%+0.4pp | -0.03%-10.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $492 | $2,361-79.2% | $4,952-90.1% | $2,545-80.7% |
| Participant deferral / active EE | $1,167 | $2,920-60.0% | $5,638-79.3% | $4,238-72.5% |
| Admin fee / account holder | $151 | $502-70.0% | $14,675-99.0% | $593-74.6% |