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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 99 | Other Fees | $14,665 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $2,933 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVSTMT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $804 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $804 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $0 |
TRINITY PENSION CONSULTANTS2 years Service code 49 · EIN 20-4548831 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,258 | $54,357-31.5% | $82,706-55.0% | $68,495-45.6% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -15.97% | -13.67%-2.3pp | 701.76%-717.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,393 | $2,218+98.0% | $3,007+46.1% | $2,596+69.2% |
| Participant deferral / active EE | $1,968 | $3,246-39.4% | $4,394-55.2% | $4,028-51.1% |
| Admin fee / account holder | $80 | $4,396-98.2% | $5,329-98.5% | $5,403-98.5% |