Filed March 8, 1994
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 |
|---|---|---|
HARBOR5 years Filed as: HARBOR INVESTMENT ADVISORY Service code 26 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $81,087 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 692 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $79,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,443 | $185,342-57.7% | $111,297-29.5% | $86,799-9.6% |
| Participation rate | 95.0% | 81.0%+14.0pp | 77.3%+17.7pp | 72.3%+22.7pp |
| Annual return | 13.27% | 500.80%-487.5pp | 54.65%-41.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $5,793 | $2,246+157.9% | $2,731+112.1% | $2,405+140.8% |
| Participant deferral / active EE | $3,555 | $4,458-20.3% | $4,487-20.8% | $4,131-13.9% |
| Admin fee / account holder | $321 | $255+25.7% | $7,964-96.0% | $170+89.3% |