Filed May 9, 2016 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PETERSEN HASTINGS INVESTMENT MGMT10+ years Service code 26 · EIN 91-1216229 8203 WEST QUINAULT AVE, SUITE 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $111,643 |
RANDALL & HURLEY, INC.5 years Service code 15 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $27,066 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 27-1228437 | Securities Custodian | $14,003 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,165 | $129,227-63.5% | $184,256-74.4% | $77,762-39.3% |
| Participation rate | 90.3% | 87.4%+2.9pp | 86.8%+3.4pp | 70.6%+19.7pp |
| Annual return | 11.22% | 33.24%-22.0pp | 28.85%-17.6pp | 31.27%-20.1pp |
| Employer contribution / active EE | $1,488 | $4,412-66.3% | $6,427-76.8% | $2,728-45.4% |
| Participant deferral / active EE | $4,219 | $7,307-42.3% | $9,133-53.8% | $4,651-9.3% |
| Admin fee / account holder | $242 | $256-5.2% | $13,899-98.3% | $433-44.0% |