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 |
|---|---|---|
HARBOR3+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $32,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Securities Custodian | $7,328 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 · EIN 52-2136664 300 E. JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $6,786 |
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 | $54,072 | $155,795-65.3% | $136,298-60.3% | $69,631-22.3% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 70.7%+6.6pp |
| Annual return | 19.65% | 232464.33%-232444.7pp | 5156.27%-5136.6pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,236 | $2,991+8.2% | $4,696-31.1% | $2,032+59.2% |
| Participant deferral / active EE | $6,552 | $5,394+21.5% | $6,247+4.9% | $3,224+103.2% |
| Admin fee / account holder | $138 | $128+7.3% | $9,244-98.5% | $110+24.6% |