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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS4 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $58,372 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $9,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,622 | $87,733+239.2% | $106,551+179.3% | $85,856+246.7% |
| Participation rate | 64.8% | 71.9%-7.1pp | 76.1%-11.3pp | 69.3%-4.5pp |
| Annual return | 21.13% | 21.86%-0.7pp | 26.80%-5.7pp | 318.58%-297.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,220 | $3,469+79.3% | $4,398+41.4% | $3,952+57.4% |
| Admin fee / account holder | $859 | $6,767-87.3% | $7,408-88.4% | $6,261-86.3% |