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| Provider | Service type | Compensation |
|---|---|---|
STEPHEN HORN INSURANCE SERVICES3+ years Filed as: STEPHEN N. ASHTON Service code 27 445 E. CEDAR BLVD · OTHELLO, WA 99344 | Advisory (Plan) | $63,857 |
RANDALL & HURLEY, INC.3+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN. · LIBERTY LAKE, WA 99019 | Recordkeeping | $32,274 |
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 | $53,636 | $53,925-0.5% | $75,501-29.0% | $69,631-23.0% |
| Participation rate | 96.1% | 71.2%+24.9pp | 72.4%+23.7pp | 70.7%+25.4pp |
| Annual return | 22.02% | 17.84%+4.2pp | 27.35%-5.3pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,002 | $1,802+11.1% | $2,352-14.9% | $2,032-1.5% |
| Participant deferral / active EE | $3,068 | $2,569+19.4% | $3,142-2.4% | $3,224-4.8% |
| Admin fee / account holder | $281 | $97+189.6% | $5,801-95.2% | $110+154.7% |