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| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON TRUST BANK3 years Service code 99 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Other Fees | $21,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,127 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,103 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $900 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON KIRKPATRICK GROUP Service code 26 601 W RIVERSIDE AVE SUITE 500 · SPOKANE, WA 99201 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,745 | $55,470+23.9% | $155,556-55.8% | $74,478-7.7% |
| Participation rate | 86.0% | 61.9%+24.1pp | 78.2%+7.8pp | 67.2%+18.8pp |
| Annual return | 10.78% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $4,945 | $2,267+118.2% | $4,675+5.8% | $2,626+88.3% |
| Participant deferral / active EE | $4,514 | $2,838+59.1% | $5,631-19.8% | $4,350+3.8% |
| Admin fee / account holder | $237 | $1,744-86.4% | $15,885-98.5% | $1,946-87.8% |