Filed March 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC6+ years Service code 55 · EIN 39-1571149 | Other Commissions | $17,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,888 | $81,494-6.9% | $133,978-43.4% | $73,497+3.3% |
| Participation rate | 81.0% | 76.4%+4.6pp | 79.8%+1.1pp | 70.7%+10.3pp |
| Annual return | 21.18% | 19.40%+1.8pp | 45.10%-23.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $458 | $2,210-79.3% | $3,919-88.3% | $2,270-79.8% |
| Participant deferral / active EE | $4,874 | $3,787+28.7% | $5,047-3.4% | $3,740+30.3% |
| Admin fee / account holder | $9 | $713-98.8% | $8,930-99.9% | $513-98.3% |