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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT CAPITAL Service code 26 421 W. RIVERSIDE AVE. · SPOKANE, WA 99201 | Advisory (Participants) | $19,588 |
Filed as: TEN CAPITAL Service code 26 601 W MAIN · SPOKANE, WA 99201 | Advisory (Participants) | $10,928 |
WASHINGTON TRUST BANK1+ years Service code 21 · EIN 91-0462347 | Bank Trustee | $10,883 |
HART CAPITAL MANAGEMENT1+ years Filed as: HART CAPITAL MANAGEMENT INC Service code 26 601 W MAIN AVENUE · SPOKANE, WA 99201 | Advisory (Participants) | $9,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $226,420 | $72,177+213.7% | $115,038+96.8% | $59,633+279.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.83% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,887 | $2,841+1.6% | $4,608-37.3% | $2,203+31.1% |
| Participant deferral / active EE | $3,863 | $4,783-19.2% | $6,026-35.9% | $3,192+21.0% |
| Admin fee / account holder | $786 | $4,927-84.0% | $8,175-90.4% | $4,297-81.7% |