Filed March 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC8+ years Service code 55 · EIN 39-1571149 | Other Commissions | $21,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,294 | $86,692-27.0% | $119,634-47.1% | $66,949-5.5% |
| Participation rate | 82.2% | 75.6%+6.6pp | 79.3%+2.9pp | 69.8%+12.4pp |
| Annual return | -18.21% | -8.00%-10.2pp | -14.98%-3.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $530 | $2,536-79.1% | $4,232-87.5% | $2,545-79.2% |
| Participant deferral / active EE | $5,714 | $4,360+31.0% | $5,601+2.0% | $4,239+34.8% |
| Admin fee / account holder | $10 | $755-98.6% | $10,329-99.9% | $594-98.3% |