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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 | $44,402 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,011 | $60,165+59.6% | $74,184+29.4% | $55,167+74.0% |
| Participation rate | 46.4% | 74.2%-27.7pp | 76.6%-30.2pp | 69.0%-22.6pp |
| Annual return | -47.87% | 10.00%-57.9pp | 17.74%-65.6pp | 169.23%-217.1pp |
| Employer contribution / active EE | $751 | $1,600-53.1% | $2,370-68.3% | $1,963-61.7% |
| Participant deferral / active EE | $3,119 | $2,973+4.9% | $3,550-12.1% | $3,054+2.1% |
| Admin fee / account holder | $677 | $419+61.6% | $5,586-87.9% | $504+34.4% |