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| Provider | Service type | Compensation |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 21 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Bank Trustee | $18,700 |
Filed as: CDM ERTIREMENT CONSULTANTS, INC. Service code 15 · EIN 52-2136664 300 E. JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $11,154 |
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 | $38,006 | $46,877-18.9% | $122,354-68.9% | $70,126-45.8% |
| Participation rate | 87.9% | 58.2%+29.7pp | 71.6%+16.3pp | 69.5%+18.4pp |
| Annual return | 21.25% | 24.22%-3.0pp | 30.28%-9.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,246 | $1,288+74.4% | $4,051-44.5% | $2,343-4.1% |
| Participant deferral / active EE | $3,494 | $2,167+61.2% | $3,287+6.3% | $3,332+4.9% |
| Admin fee / account holder | $259 | $3,324-92.2% | $5,479-95.3% | $4,645-94.4% |