Filed June 10, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-1216229 8203 W. QUINAULT · KENNEWICK, WA 99336 | Advisory (Participants) | $190,420 |
RANDALL & HURLEY, INC.2+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $82,946 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 27-1228437 | Securities Custodian | $24,063 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,303 | $96,805-26.3% | $153,741-53.6% | $77,762-8.3% |
| Participation rate | 96.8% | 81.6%+15.2pp | 77.1%+19.7pp | 70.6%+26.2pp |
| Annual return | 9.21% | 14.39%-5.2pp | 15.71%-6.5pp | 31.27%-22.1pp |
| Employer contribution / active EE | $3,134 | $5,232-40.1% | $5,042-37.8% | $2,728+14.9% |
| Participant deferral / active EE | $4,062 | $6,601-38.5% | $6,757-39.9% | $4,651-12.7% |
| Admin fee / account holder | $399 | $182+119.2% | $12,749-96.9% | $433-7.8% |