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| Provider | Service type | Compensation |
|---|---|---|
HARBOR2 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,718 | $48,432+23.3% | $121,204-50.7% | $71,511-16.5% |
| Participation rate | 68.0% | 54.3%+13.6pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | 18.72% | 23.28%-4.6pp | 987.18%-968.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $2,026 | $1,493+35.7% | $4,170-51.4% | $2,589-21.7% |
| Participant deferral / active EE | $3,819 | $2,756+38.6% | $4,083-6.4% | $4,291-11.0% |
| Admin fee / account holder | $279 | $1,845-84.9% | $5,651-95.1% | $1,588-82.4% |