Filed August 9, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $248,552 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 · EIN 23-2697799 | Advisory (Plan) | $85,043 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $27,836 |
ETA CONSULTING, LLC8 years Service code 49 · EIN 45-4417591 | Other Services | $24,229 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,211 | $55,694+6.3% | $81,882-27.7% | $200,096-70.4% |
| Participation rate | 40.7% | 62.7%-22.0pp | 72.4%-31.7pp | 72.0%-31.3pp |
| Annual return | 20.93% | 19.59%+1.3pp | 779.47%-758.5pp | 34.26%-13.3pp |
| Employer contribution / active EE | $1,065 | $2,114-49.6% | $2,916-63.5% | $3,038-64.9% |
| Participant deferral / active EE | $7,340 | $3,299+122.5% | $4,323+69.8% | $5,090+44.2% |
| Admin fee / account holder | $277 | $348-20.4% | $7,360-96.2% | $269+2.9% |