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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.1+ years Service code 13 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $8,100 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,818 | $46,360-18.4% | $147,617-74.4% | $52,331-27.7% |
| Participation rate | 42.4% | 64.9%-22.6pp | 84.6%-42.2pp | 68.1%-25.7pp |
| Annual return | -0.09% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $596 | $2,126-72.0% | $5,564-89.3% | $1,882-68.3% |
| Participant deferral / active EE | $1,658 | $2,258-26.6% | $4,895-66.1% | $3,022-45.1% |
| Admin fee / account holder | $7 | $766-99.0% | $11,612-99.9% | $592-98.7% |