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| 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 | $101,591-24.1% | $147,096-47.6% | $74,429+3.6% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 14.63% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $5,313 | $3,813+39.4% | $4,936+7.6% | $2,625+102.4% |
| Participant deferral / active EE | $8,779 | $7,302+20.2% | $8,071+8.8% | $4,348+101.9% |
| Admin fee / account holder | $113 | $1,750-93.5% | $13,005-99.1% | $1,944-94.2% |