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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,904 |
Filed as: ANCORA RETIREMENT PLAN ADVISOR Service code 26 · EIN 23-2697799 | Advisory (Participants) | $0 |
EGI FINANCIAL, INC.3 years Service code 26 · EIN 34-1716188 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,549 | $100,801-46.9% | $149,730-64.2% | $73,412-27.1% |
| Participation rate | 39.6% | 77.7%-38.1pp | 82.5%-42.8pp | 72.2%-32.5pp |
| Annual return | -1.07% | 265.34%-266.4pp | 276.70%-277.8pp | 59.30%-60.4pp |
| Employer contribution / active EE | $964 | $3,312-70.9% | $4,645-79.2% | $2,234-56.8% |
| Participant deferral / active EE | $2,121 | $6,404-66.9% | $6,843-69.0% | $3,806-44.3% |
| Admin fee / account holder | $411 | $181+127.1% | $9,310-95.6% | $158+160.1% |