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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.4+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $8,100 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,348 |
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 | $49,295 | $37,196+32.5% | $154,111-68.0% | $55,725-11.5% |
| Participation rate | 42.5% | 64.1%-21.6pp | 83.0%-40.5pp | 70.9%-28.3pp |
| Annual return | -1.84% | 1319.68%-1321.5pp | 735.18%-737.0pp | 244.93%-246.8pp |
| Employer contribution / active EE | $596 | $1,614-63.1% | $5,298-88.7% | $2,078-71.3% |
| Participant deferral / active EE | $1,772 | $2,068-14.3% | $5,081-65.1% | $3,356-47.2% |
| Admin fee / account holder | $5 | $102-94.7% | $13,411-100.0% | $115-95.4% |