Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL RETIREMENT SERVIES Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $62,492 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $13,375 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $8,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,629 | $105,200+63.1% | $159,474+7.6% | $85,847+99.9% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 17.40% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $1,706 | $3,319-48.6% | $4,831-64.7% | $2,565-33.5% |
| Participant deferral / active EE | $11,534 | $5,946+94.0% | $7,353+56.9% | $3,952+191.8% |
| Admin fee / account holder | $594 | $6,934-91.4% | $10,802-94.5% | $6,261-90.5% |