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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 99 | Other Fees | $12,345 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $2,501 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVSTMT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $232 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $232 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,529 | $60,128-44.2% | $90,440-62.9% | $79,852-58.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.69% | 71.95%-60.3pp | 1294.38%-1282.7pp | 31.72%-20.0pp |
| Employer contribution / active EE | $5,070 | $2,068+145.1% | $3,263+55.4% | $2,471+105.2% |
| Participant deferral / active EE | $1,321 | $2,939-55.0% | $3,964-66.7% | $3,740-64.7% |
| Admin fee / account holder | $28 | $3,977-99.3% | $5,615-99.5% | $5,306-99.5% |