Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-6146565 8903 W. QUINAULT AVE. ST 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $100,967 |
RANDALL & HURLEY, INC.4+ years Service code 15 · EIN 91-1661080 601 W. RIVERSIDE, SUITE 1600 · SPOKANE, WA 99201 | Recordkeeping | $42,145 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Securities Custodian | $10,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,155 | $62,928-25.1% | $172,753-72.7% | $67,582-30.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 7.74% | 30.36%-22.6pp | 803.00%-795.3pp | 378.57%-370.8pp |
| Employer contribution / active EE | $3,706 | $1,636+126.5% | $5,144-27.9% | $2,148+72.6% |
| Participant deferral / active EE | $3,446 | $2,145+60.7% | $5,198-33.7% | $3,539-2.6% |
| Admin fee / account holder | $357 | $167+114.4% | $13,956-97.4% | $142+151.0% |