Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: WEALTHHARBOPR CAPITAL GROUP Service code 51 · EIN 72-1442258 365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA 70130 | Investment Mgmt Fees | $20,909 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,045 | $46,360-20.1% | $147,618-74.9% | $52,331-29.2% |
| Participation rate | 86.1% | 64.9%+21.2pp | 84.6%+1.5pp | 68.1%+18.0pp |
| Annual return | -2.08% | 1.62%-3.7pp | 61.98%-64.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $3,041 | $2,126+43.0% | $5,565-45.4% | $1,882+61.6% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $132 | $766-82.7% | $11,612-98.9% | $592-77.6% |