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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 99 | Other Fees | $17,481 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 | Other Services | $3,379 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 | Recordkeeping Fees | $7 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $0 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 49 · EIN 20-4548831 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $58,234+2.7% | $81,783-26.9% | $80,874-26.0% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.4%+19.4pp | 67.6%+24.2pp |
| Annual return | 12.71% | 41.70%-29.0pp | 775.05%-762.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $5,801 | $2,341+147.8% | $2,913+99.2% | $2,756+110.5% |
| Participant deferral / active EE | $2,286 | $3,283-30.4% | $4,320-47.1% | $4,297-46.8% |
| Admin fee / account holder | $63 | $4,982-98.7% | $7,380-99.1% | $6,935-99.1% |