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) | $30,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,654 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,696 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,653 | $46,332-64.1% | $143,797-88.4% | $64,824-74.3% |
| Participation rate | 91.0% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.5pp |
| Annual return | -15.90% | -10.05%-5.8pp | -0.04%-15.9pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,847 | $1,911-3.3% | $4,952-62.7% | $2,507-26.3% |
| Participant deferral / active EE | $2,686 | $2,647+1.5% | $5,638-52.4% | $4,311-37.7% |
| Admin fee / account holder | $74 | $154-51.6% | $14,679-99.5% | $188-60.4% |