Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.2+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $8,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,231 |
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 | $38,243 | $46,732-18.2% | $156,551-75.6% | $55,167-30.7% |
| Participation rate | 47.7% | 65.8%-18.1pp | 84.0%-36.3pp | 69.0%-21.3pp |
| Annual return | 8.77% | 17.72%-8.9pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $612 | $2,105-70.9% | $5,501-88.9% | $1,963-68.8% |
| Participant deferral / active EE | $1,764 | $2,204-20.0% | $4,871-63.8% | $3,054-42.3% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.3% |