Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: WEALTHHARBOPR CAPITAL GROUP Service code 51 · EIN 72-1442258 365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA 70130 | Investment Mgmt Fees | $26,713 |
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 | $36,585 | $46,732-21.7% | $156,551-76.6% | $55,167-33.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.02% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $3,557 | $2,105+69.0% | $5,501-35.3% | $1,963+81.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $165 | $418-60.5% | $13,028-98.7% | $504-67.2% |