Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.10+ years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $24,571 |
Filed as: ANASTASI MOORE MARTIN Service code 10 · EIN 20-8149084 | Accounting | $22,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, WA 94105 | Securities Custodian | $5,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,809 | $89,093-17.2% | $102,434-27.9% | $77,736-5.1% |
| Participation rate | 95.3% | 80.9%+14.3pp | 76.5%+18.8pp | 70.6%+24.7pp |
| Annual return | 13.91% | 25.03%-11.1pp | 29.46%-15.6pp | 31.26%-17.4pp |
| Employer contribution / active EE | $135 | $2,699-95.0% | $3,023-95.5% | $2,728-95.0% |
| Participant deferral / active EE | $5,474 | $5,147+6.4% | $5,055+8.3% | $4,651+17.7% |
| Admin fee / account holder | $122 | $236-48.1% | $9,462-98.7% | $433-71.8% |