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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 26 1918 8TH AVE · SEATTLE, WA 981011214 | Advisory (Participants) | $49,265 |
Filed as: RAYMOND JAMES Service code 26 3023 OLD POND ROAD · PHOENIX, AZ 85004 | Advisory (Participants) | $7,935 |
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $6,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,728 | $61,391+72.2% | $149,723-29.4% | $71,529+47.8% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.8pp | 67.9%+28.6pp |
| Annual return | 16.95% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $6,083 | $2,384+155.2% | $4,821+26.2% | $2,590+134.9% |
| Participant deferral / active EE | $5,057 | $2,921+73.1% | $5,682-11.0% | $4,291+17.8% |
| Admin fee / account holder | $354 | $1,264-72.0% | $13,215-97.3% | $1,588-77.7% |