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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS7 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $70,530 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,516 | $80,781+20.7% | $102,437-4.8% | $74,478+30.9% |
| Participation rate | 65.0% | 65.7%-0.7pp | 74.5%-9.5pp | 67.2%-2.2pp |
| Annual return | 12.57% | 27.58%-15.0pp | 24.95%-12.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,387 | $3,160-24.5% | $3,871-38.3% | $2,626-9.1% |
| Participant deferral / active EE | $4,094 | $3,862+6.0% | $5,060-19.1% | $4,350-5.9% |
| Admin fee / account holder | $340 | $2,372-85.7% | $8,388-95.9% | $1,946-82.5% |