Filed May 7, 2025
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
HARBOUR INVESTMENTS INC3 years Service code 27 · EIN 39-1571149 | Advisory (Plan) | $20,311 |
Service code 12 · EIN 41-0417830 | Direct payment from the plan; Custodi... | $15,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,515 | $62,146-46.1% | $81,438-58.8% | $74,546-55.0% |
| Participation rate | 79.4% | 64.1%+15.4pp | 69.5%+9.9pp | 67.2%+12.2pp |
| Annual return | 14.73% | 16.49%-1.8pp | 24.74%-10.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $1,532 | $1,883-18.6% | $2,460-37.7% | $2,624-41.6% |
| Participant deferral / active EE | $2,478 | $3,229-23.3% | $3,883-36.2% | $4,347-43.0% |
| Admin fee / account holder | $120 | $1,922-93.7% | $5,764-97.9% | $1,944-93.8% |