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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 99 | Other Fees | $11,950 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $2,412 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVSTMT MGMT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $187 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $187 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,663 | $54,757-45.8% | $90,300-67.2% | $72,983-59.4% |
| Participation rate | 97.1% | 65.1%+32.0pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 16.25% | 30.63%-14.4pp | 78.11%-61.9pp | 81.01%-64.8pp |
| Employer contribution / active EE | $5,148 | $2,092+146.0% | $2,854+80.4% | $2,440+111.0% |
| Participant deferral / active EE | $1,626 | $2,887-43.7% | $3,884-58.1% | $3,608-54.9% |
| Admin fee / account holder | $34 | $3,972-99.1% | $5,353-99.4% | $5,124-99.3% |