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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) | $101,332 |
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1661080 601 W. RIVERSIDE, SUITE 1600 · SPOKANE, WA 99201 | Recordkeeping | $44,356 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 BROADRIDGE FINANCIAL SOLUTIONS, INC · PHOENIX, AZ 85004 | Securities Custodian | $11,074 |
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 | $51,112 | $52,293-2.3% | $178,503-71.4% | $73,412-30.4% |
| Participation rate | 94.4% | 65.3%+29.1pp | 81.9%+12.5pp | 72.2%+22.2pp |
| Annual return | 5.43% | 34.75%-29.3pp | 151.12%-145.7pp | 59.30%-53.9pp |
| Employer contribution / active EE | $3,430 | $1,736+97.5% | $5,011-31.6% | $2,234+53.5% |
| Participant deferral / active EE | $2,948 | $2,333+26.3% | $5,202-43.3% | $3,806-22.6% |
| Admin fee / account holder | $318 | $127+149.9% | $13,987-97.7% | $158+101.5% |