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 |
|---|---|---|
Service code 26 · EIN 91-1216229 8203 WEST QUINAULT AVE, SUITE 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $97,124 |
RANDALL & HURLEY, INC.2 years Service code 15 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $18,992 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 27-1228437 | Securities Custodian | $10,893 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,801 | $111,491-63.4% | $189,513-78.5% | $86,799-53.0% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.8%+8.9pp | 72.3%+24.5pp |
| Annual return | 19.73% | 83.50%-63.8pp | 555.15%-535.4pp | 97.91%-78.2pp |
| Employer contribution / active EE | $1,232 | $3,951-68.8% | $6,162-80.0% | $2,405-48.8% |
| Participant deferral / active EE | $3,311 | $6,437-48.6% | $8,221-59.7% | $4,131-19.8% |
| Admin fee / account holder | $229 | $189+21.3% | $12,045-98.1% | $170+35.0% |