Filed October 14, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 6060 PARKLAND BLVD STE 200 · CLEVELAND, OH 441244226 | Advisory (Plan) | $44,542 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,474 | $50,919-44.1% | $155,556-81.7% | $77,762-63.4% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 14.10% | 34.84%-20.7pp | 64.84%-50.7pp | 31.27%-17.2pp |
| Employer contribution / active EE | $2,359 | $1,991+18.5% | $4,675-49.5% | $2,728-13.5% |
| Participant deferral / active EE | $2,697 | $2,824-4.5% | $5,631-52.1% | $4,651-42.0% |
| Admin fee / account holder | $108 | $437-75.3% | $15,885-99.3% | $433-75.1% |