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| Provider | Service type | Compensation |
|---|---|---|
STEPHEN HORN INSURANCE SERVICES2+ years Filed as: STEPHEN N. ASHTON Service code 27 445 E. CEDAR BLVD · OTHELLO, WA 99344 | Advisory (Plan) | $62,914 |
RANDALL & HURLEY, INC.2+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN. · LIBERTY LAKE, WA 99019 | Recordkeeping | $27,057 |
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 | $42,754 | $50,106-14.7% | $69,779-38.7% | $57,658-25.8% |
| Participation rate | 94.7% | 70.9%+23.9pp | 71.8%+22.9pp | 70.2%+24.5pp |
| Annual return | 7.62% | 14.58%-7.0pp | 12.99%-5.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,855 | $1,739+6.6% | $2,338-20.7% | $1,974-6.0% |
| Participant deferral / active EE | $2,953 | $2,486+18.8% | $2,931+0.8% | $3,061-3.5% |
| Admin fee / account holder | $264 | $89+196.5% | $4,381-94.0% | $95+179.8% |