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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS2 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $19,319 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $5,040 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,572 | $77,908-62.0% | $149,696-80.2% | $75,173-60.7% |
| Participation rate | 90.5% | 65.6%+24.9pp | 78.8%+11.7pp | 67.2%+23.3pp |
| Annual return | 13.40% | 31.73%-18.3pp | 134.46%-121.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,022 | $3,138-67.4% | $4,821-78.8% | $2,671-61.7% |
| Participant deferral / active EE | $7,616 | $3,411+123.3% | $5,682+34.0% | $4,126+84.6% |
| Admin fee / account holder | $228 | $5,950-96.2% | $13,212-98.3% | $5,651-96.0% |