Filed May 15, 2013
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 |
|---|---|---|
RANDALL & HURLEY, INC.1+ years Filed as: RANDALL + HURLEY INC Service code 57 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping fees; Redemption fees | $105,972 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,343 | $55,470-21.9% | $155,556-72.1% | $74,478-41.8% |
| Participation rate | 48.7% | 61.9%-13.2pp | 78.2%-29.5pp | 67.2%-18.5pp |
| Annual return | 10.69% | 269.80%-259.1pp | 64.84%-54.1pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,289 | $2,267-43.1% | $4,675-72.4% | $2,626-50.9% |
| Participant deferral / active EE | $2,650 | $2,838-6.6% | $5,631-52.9% | $4,350-39.1% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,885-99.9% | $1,946-99.6% |