Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $58,258+2.7% | $81,820-26.9% | $80,925-26.1% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.4%+19.4pp | 67.7%+24.1pp |
| Annual return | 12.71% | 41.76%-29.1pp | 777.93%-765.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $5,801 | $2,345+147.3% | $2,915+99.0% | $2,756+110.5% |
| Participant deferral / active EE | $2,286 | $3,284-30.4% | $4,323-47.1% | $4,299-46.8% |
| Admin fee / account holder | $63 | $4,976-98.7% | $7,391-99.1% | $6,940-99.1% |