Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISOR Service code 26 · EIN 23-2697799 | Advisory (Participants) | $20,433 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,527 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,740 | $40,435-41.3% | $80,627-70.6% | $74,460-68.1% |
| Participation rate | 12.1% | 47.4%-35.3pp | 67.0%-55.0pp | 70.7%-58.7pp |
| Annual return | 26.24% | 165.19%-139.0pp | 936.76%-910.5pp | 34.38%-8.1pp |
| Employer contribution / active EE | $68 | $1,498-95.4% | $2,723-97.5% | $2,638-97.4% |
| Participant deferral / active EE | $535 | $2,673-80.0% | $4,443-88.0% | $4,530-88.2% |
| Admin fee / account holder | $233 | $721-67.6% | $5,381-95.7% | $348-32.9% |