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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $144,463 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $57,637 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,145 |
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 | $22,504 | $107,415-79.0% | $135,974-83.4% | $80,157-71.9% |
| Participation rate | 59.5% | 78.0%-18.5pp | 81.9%-22.4pp | 72.9%-13.4pp |
| Annual return | 21.79% | 91.99%-70.2pp | 68.30%-46.5pp | 40.39%-18.6pp |
| Employer contribution / active EE | $1,466 | $3,878-62.2% | $4,859-69.8% | $2,977-50.8% |
| Participant deferral / active EE | $2,888 | $8,189-64.7% | $7,760-62.8% | $5,015-42.4% |
| Admin fee / account holder | $192 | $127+51.3% | $10,767-98.2% | $145+32.6% |