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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.2+ years Filed as: RANDALL AND HURLEY, INC. Service code 15 · EIN 91-1661080 | Recordkeeping | $6,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,458 | $41,774-19.9% | $118,914-71.9% | $90,274-62.9% |
| Participation rate | 18.0% | 55.0%-36.9pp | 75.4%-57.4pp | 73.4%-55.3pp |
| Annual return | 8.26% | 16.64%-8.4pp | 35.89%-27.6pp | 53.97%-45.7pp |
| Employer contribution / active EE | $347 | $986-64.8% | $3,264-89.4% | $2,523-86.2% |
| Participant deferral / active EE | $530 | $1,683-68.5% | $4,266-87.6% | $4,231-87.5% |
| Admin fee / account holder | $36 | $85-57.4% | $6,582-99.5% | $114-68.4% |