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| Provider | Service type | Compensation |
|---|---|---|
HARBOR2 years Filed as: HARBOR CAPITAL MANAGEMENT Service code 10 831 E. MOREHEADS ST. · CHARLOTTE, NC 28202 | Accounting | $17,458 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $14,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,000 | $69,159-72.5% | $125,175-84.8% | $67,579-71.9% |
| Participation rate | 59.6% | 78.2%-18.6pp | 79.8%-20.2pp | 71.3%-11.7pp |
| Annual return | 19.39% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,034 | $2,023-48.9% | $3,865-73.2% | $2,148-51.9% |
| Participant deferral / active EE | $1,674 | $3,700-54.7% | $4,937-66.1% | $3,539-52.7% |
| Admin fee / account holder | $117 | $142-17.7% | $9,702-98.8% | $142-18.0% |