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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-6146565 8903 W. QUINAULT AVE. ST 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $88,463 |
RANDALL & HURLEY, INC.1+ years Service code 15 · EIN 91-1661080 601 W. RIVERSIDE, SUITE 1600 · SPOKANE, WA 99201 | Recordkeeping | $33,819 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Securities Custodian | $9,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,646 | $36,916+20.9% | $156,551-71.5% | $57,658-22.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 5.86% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $3,195 | $1,571+103.4% | $5,501-41.9% | $1,974+61.9% |
| Participant deferral / active EE | $2,942 | $1,926+52.8% | $4,871-39.6% | $3,061-3.9% |
| Admin fee / account holder | $300 | $82+263.8% | $13,028-97.7% | $95+217.5% |