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| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON TRUST BANK2+ years Service code 21 · EIN 91-0462347 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Bank Trustee | $36,841 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,897 | $37,044+13.1% | $71,796-41.6% | $57,658-27.3% |
| Participation rate | 17.1% | 61.1%-44.0pp | 69.1%-52.0pp | 70.2%-53.1pp |
| Annual return | 3.60% | 12.64%-9.0pp | 78.04%-74.4pp | 5.13%-1.5pp |
| Employer contribution / active EE | $58 | $720-91.9% | $1,924-97.0% | $1,974-97.0% |
| Participant deferral / active EE | $840 | $1,974-57.4% | $2,794-69.9% | $3,061-72.5% |
| Admin fee / account holder | $242 | $101+140.1% | $4,815-95.0% | $95+156.4% |