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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $91,904 |
HARBOUR INVESTMENTS INC1 year Service code 99 · EIN 39-1571149 | Other Fees | $46,480 |
Annual investment return 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 | $101,437 | $89,465+13.4% | $165,100-38.6% | $77,762+30.4% |
| Participation rate | 95.0% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.4pp |
| Annual return | 12.05% | 28.86%-16.8pp | 70.21%-58.2pp | 31.27%-19.2pp |
| Employer contribution / active EE | $3,916 | $2,565+52.7% | $4,348-9.9% | $2,728+43.6% |
| Participant deferral / active EE | $7,369 | $4,904+50.2% | $6,035+22.1% | $4,651+58.4% |
| Admin fee / account holder | $240 | $340-29.4% | $12,696-98.1% | $433-44.6% |