Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $25,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,657 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $46,697+2.1% | $117,533-59.4% | $68,486-30.4% |
| Participation rate | 74.1% | 56.8%+17.3pp | 70.6%+3.5pp | 67.9%+6.2pp |
| Annual return | -17.45% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,153 | $1,506+43.0% | $4,179-48.5% | $2,597-17.1% |
| Participant deferral / active EE | $3,867 | $2,637+46.6% | $4,072-5.1% | $4,028-4.0% |
| Admin fee / account holder | $282 | $4,023-93.0% | $5,647-95.0% | $5,404-94.8% |