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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 | $58,311+2.6% | $81,882-26.9% | $80,959-26.1% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.4%+19.4pp | 67.7%+24.1pp |
| Annual return | 12.71% | 41.85%-29.1pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,801 | $2,347+147.2% | $2,916+98.9% | $2,757+110.4% |
| Participant deferral / active EE | $2,286 | $3,287-30.5% | $4,323-47.1% | $4,300-46.9% |
| Admin fee / account holder | $63 | $4,752-98.7% | $7,360-99.1% | $6,925-99.1% |