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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 | Advisory (Plan) | $20,552 |
ANCORA ADVISORS3 years Filed as: ANCORA RETIRMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,984 | $88,137-56.9% | $164,975-77.0% | $74,429-49.0% |
| Participation rate | 90.5% | 73.1%+17.4pp | 78.6%+11.9pp | 67.2%+23.3pp |
| Annual return | 13.68% | 17.13%-3.4pp | 70.12%-56.4pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,685 | $2,597+3.4% | $4,343-38.2% | $2,625+2.3% |
| Participant deferral / active EE | $5,287 | $4,501+17.5% | $6,033-12.4% | $4,348+21.6% |
| Admin fee / account holder | $37 | $2,231-98.3% | $12,688-99.7% | $1,944-98.1% |