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| Provider | Service type | Compensation |
|---|---|---|
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 21 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Bank Trustee | $22,493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,608 | $43,730-16.3% | $121,220-69.8% | $64,173-43.0% |
| Participation rate | 95.7% | 58.3%+37.4pp | 71.8%+23.9pp | 69.6%+26.1pp |
| Annual return | -8.62% | 68.94%-77.6pp | 16.94%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,383 | $1,297+83.8% | $4,023-40.8% | $2,381+0.1% |
| Participant deferral / active EE | $3,752 | $2,281+64.5% | $3,345+12.2% | $3,470+8.1% |
| Admin fee / account holder | $221 | $3,502-93.7% | $5,021-95.6% | $4,887-95.5% |