Filed July 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.5+ years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $58,829 |
RBC WEALTH MANAGEMENT5+ years Service code 27 1918 8TH AVE., SUITE 3600 · SEATTLE, WA 98101 | Advisory (Plan) | $47,738 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,316 | $50,860-18.8% | $155,574-73.4% | $77,714-46.8% |
| Participation rate | 94.8% | 63.1%+31.6pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 14.86% | 34.86%-20.0pp | 64.87%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $2,247 | $1,991+12.9% | $4,676-51.9% | $2,727-17.6% |
| Participant deferral / active EE | $5,234 | $2,825+85.3% | $5,629-7.0% | $4,649+12.6% |
| Admin fee / account holder | $195 | $436-55.2% | $15,914-98.8% | $433-54.9% |