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| Provider | Service type | Compensation |
|---|---|---|
HARBOR3 years Filed as: HARBOR CAPITAL MANAGEMENT Service code 10 831 E. MOREHEADS ST. · CHARLOTTE, NC 28202 | Accounting | $18,958 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $12,861 |
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.
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 | $19,918 | $78,419-74.6% | $133,971-85.1% | $73,412-72.9% |
| Participation rate | 56.2% | 78.6%-22.4pp | 79.8%-23.6pp | 72.2%-16.0pp |
| Annual return | 13.22% | 33.35%-20.1pp | 45.09%-31.9pp | 59.30%-46.1pp |
| Employer contribution / active EE | $998 | $2,044-51.1% | $3,919-74.5% | $2,234-55.3% |
| Participant deferral / active EE | $1,604 | $3,925-59.1% | $5,047-68.2% | $3,806-57.9% |
| Admin fee / account holder | $100 | $161-38.2% | $8,929-98.9% | $158-36.8% |