Filed March 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC9+ years Service code 55 · EIN 39-1571149 | Other Commissions | $19,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
Employer contribution per participant 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 | $73,673 | $83,045-11.3% | $130,045-43.3% | $71,511+3.0% |
| Participation rate | 83.5% | 74.1%+9.4pp | 78.5%+5.0pp | 67.9%+15.6pp |
| Annual return | 18.53% | 20.61%-2.1pp | -137.30%+155.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $723 | $2,623-72.4% | $4,321-83.3% | $2,589-72.1% |
| Participant deferral / active EE | $6,340 | $4,436+42.9% | $5,820+8.9% | $4,291+47.8% |
| Admin fee / account holder | $8 | $1,727-99.5% | $10,600-99.9% | $1,588-99.5% |