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: NORTHERN CAPITAL RETIREMENT Service code 26 · EIN 45-5514538 2700 SOUTHEAST BLVD · SPOKANE, WA 99223 | Advisory (Participants) | $56,363 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $20,498 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $5,498 |
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 | $135,477 | $84,499+60.3% | $125,391+8.0% | $66,949+102.4% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -10.98% | -8.49%-2.5pp | 572.41%-583.4pp | 1.57%-12.6pp |
| Employer contribution / active EE | $3,111 | $3,554-12.5% | $4,816-35.4% | $2,545+22.2% |
| Participant deferral / active EE | $9,715 | $6,785+43.2% | $7,448+30.4% | $4,239+129.2% |
| Admin fee / account holder | $528 | $685-22.9% | $10,009-94.7% | $594-11.0% |