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| Provider | Service type | Compensation |
|---|---|---|
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,117 | $51,638+16.4% | $129,406-53.5% | $80,959-25.7% |
| Participation rate | 86.2% | 56.9%+29.3pp | 69.6%+16.6pp | 67.7%+18.5pp |
| Annual return | 13.92% | 20.78%-6.9pp | 9468.18%-9454.3pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,555 | $1,584+61.4% | $4,155-38.5% | $2,757-7.3% |
| Participant deferral / active EE | $4,229 | $2,670+58.4% | $4,167+1.5% | $4,300-1.7% |
| Admin fee / account holder | $245 | $4,313-94.3% | $7,689-96.8% | $6,925-96.5% |