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| Provider | Service type | Compensation |
|---|---|---|
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN N. ASHTON Service code 27 445 E. CEDAR BLVD · OTHELLO, WA 99344 | Advisory (Plan) | $68,328 |
RANDALL & HURLEY, INC.1+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN. · LIBERTY LAKE, WA 99019 | Recordkeeping | $24,879 |
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 | $40,418 | $48,277-16.3% | $63,244-36.1% | $55,191-26.8% |
| Participation rate | 94.6% | 69.4%+25.2pp | 71.0%+23.6pp | 69.2%+25.5pp |
| Annual return | 0.85% | 2.37%-1.5pp | -70.31%+71.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,752 | $1,592+10.0% | $2,322-24.6% | $1,899-7.8% |
| Participant deferral / active EE | $2,955 | $2,432+21.5% | $2,9530% | $3,046-3.0% |
| Admin fee / account holder | $279 | $86+224.1% | $5,893-95.3% | $91+207.0% |