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 |
|---|---|---|
HARBOR6 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,992 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,093 | $101,499-24.0% | $147,005-47.6% | $74,546+3.4% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 14.63% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $5,313 | $3,811+39.4% | $4,934+7.7% | $2,624+102.4% |
| Participant deferral / active EE | $8,779 | $7,304+20.2% | $8,070+8.8% | $4,347+101.9% |
| Admin fee / account holder | $113 | $1,748-93.5% | $13,006-99.1% | $1,944-94.2% |