Filed March 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC10+ years Service code 55 · EIN 39-1571149 | Other Commissions | $22,379 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,156 | $88,203-1.2% | $165,100-47.2% | $74,478+17.0% |
| Participation rate | 83.2% | 73.1%+10.1pp | 78.6%+4.6pp | 67.2%+16.0pp |
| Annual return | 14.14% | 17.13%-3.0pp | 70.21%-56.1pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $305 | $2,601-88.3% | $4,348-93.0% | $2,626-88.4% |
| Participant deferral / active EE | $6,293 | $4,505+39.7% | $6,035+4.3% | $4,350+44.7% |
| Admin fee / account holder | $12 | $2,235-99.4% | $12,696-99.9% | $1,946-99.4% |