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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.5+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $11,000 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,210 |
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 | $59,159 | $52,961+11.7% | $172,755-65.8% | $65,185-9.2% |
| Participation rate | 44.4% | 66.2%-21.8pp | 82.6%-38.3pp | 70.2%-25.8pp |
| Annual return | 21.34% | 30.12%-8.8pp | 802.94%-781.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $665 | $2,190-69.6% | $5,144-87.1% | $2,177-69.5% |
| Participant deferral / active EE | $2,307 | $2,471-6.6% | $5,198-55.6% | $3,514-34.3% |
| Admin fee / account holder | $20 | $472-95.8% | $13,955-99.9% | $847-97.7% |