Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,066 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $33,552 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,265 | $120,450-86.5% | $159,474-89.8% | $93,010-82.5% |
| Participation rate | 51.4% | 78.0%-26.5pp | 82.8%-31.4pp | 73.9%-22.5pp |
| Annual return | 25.29% | 27.11%-1.8pp | 263.68%-238.4pp | 158.70%-133.4pp |
| Employer contribution / active EE | $997 | $3,526-71.7% | $4,831-79.4% | $2,705-63.1% |
| Participant deferral / active EE | $1,959 | $7,283-73.1% | $7,353-73.4% | $4,561-57.0% |
| Admin fee / account holder | $137 | $137+0.2% | $10,802-98.7% | $152-9.6% |