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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS1 year Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $19,170 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $3,395 |
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 | $19,512 | $73,848-73.6% | $143,799-86.4% | $68,486-71.5% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -18.87% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $949 | $3,184-70.2% | $4,952-80.8% | $2,597-63.5% |
| Participant deferral / active EE | $6,708 | $3,385+98.2% | $5,638+19.0% | $4,028+66.5% |
| Admin fee / account holder | $166 | $5,755-97.1% | $14,677-98.9% | $5,404-96.9% |