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| Provider | Service type | Compensation |
|---|---|---|
HARBOR2 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 | $2,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,294 | $100,801-49.1% | $149,745-65.7% | $73,412-30.1% |
| Participation rate | 79.3% | 77.7%+1.6pp | 82.5%-3.2pp | 72.2%+7.1pp |
| Annual return | 16.70% | 265.34%-248.6pp | 276.72%-260.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $2,597 | $3,312-21.6% | $4,646-44.1% | $2,234+16.3% |
| Participant deferral / active EE | $4,867 | $6,404-24.0% | $6,843-28.9% | $3,806+27.9% |
| Admin fee / account holder | $80 | $181-55.7% | $9,312-99.1% | $158-49.3% |