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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.6+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $12,050 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MGT Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,545 | $58,879+28.3% | $178,490-57.7% | $73,488+2.8% |
| Participation rate | 45.5% | 66.2%-20.8pp | 81.9%-36.5pp | 70.7%-25.2pp |
| Annual return | 15.82% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $839 | $2,236-62.5% | $5,011-83.3% | $2,270-63.0% |
| Participant deferral / active EE | $2,607 | $2,567+1.5% | $5,202-49.9% | $3,740-30.3% |
| Admin fee / account holder | $27 | $400-93.3% | $13,984-99.8% | $513-94.7% |