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| Provider | Service type | Compensation |
|---|---|---|
CROAK ASSET MANAGEMENT1 year Service code 27 · EIN 83-0646952 | Advisory (Plan) | $12,150 |
Filed as: ANCORE RETIREMENT PLAN ADVISORS Service code 27 | Advisory (Plan) | $7,447 |
ANCORA ADVISORS1 year Filed as: ANCORA RETIRMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,725 | $86,655-65.7% | $119,622-75.2% | $66,938-55.6% |
| Participation rate | 88.3% | 75.6%+12.7pp | 79.3%+9.0pp | 69.8%+18.5pp |
| Annual return | -17.22% | -8.00%-9.2pp | -14.98%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,499 | $2,536-1.5% | $4,232-41.0% | $2,545-1.8% |
| Participant deferral / active EE | $4,535 | $4,358+4.1% | $5,601-19.0% | $4,238+7.0% |
| Admin fee / account holder | $44 | $755-94.2% | $10,328-99.6% | $594-92.7% |