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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RICHARDS MERRILL & PETERSON Service code 27 ONE SKYWALK, 422 W. RIVERSIDE · SPOKANE, WA 99201 | Advisory (Plan) | $52,364 |
Filed as: EMPOWER Service code 64 · EIN 93-1052371 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,235 |
Service code 26 · EIN 93-1052371 ONE 100TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $18,227 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY Service code 13 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $3,159 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,585 | $101,317+53.6% | $146,958+5.9% | $74,495+108.9% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 16.44% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $7,355 | $3,810+93.0% | $4,933+49.1% | $2,623+180.4% |
| Participant deferral / active EE | $13,574 | $7,303+85.9% | $8,070+68.2% | $4,346+212.4% |
| Admin fee / account holder | $484 | $1,739-72.2% | $12,998-96.3% | $1,942-75.1% |