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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.6 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $14,374 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $235 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,304 | $83,023+11.2% | $102,437-9.9% | $77,762+18.7% |
| Participation rate | 81.3% | 71.5%+9.8pp | 74.5%+6.8pp | 70.6%+10.7pp |
| Annual return | 29.47% | 19.12%+10.3pp | 24.95%+4.5pp | 31.27%-1.8pp |
| Employer contribution / active EE | $5,442 | $3,552+53.2% | $3,871+40.6% | $2,728+99.5% |
| Participant deferral / active EE | $6,094 | $4,110+48.3% | $5,060+20.4% | $4,651+31.0% |
| Admin fee / account holder | $143 | $639-77.6% | $8,388-98.3% | $433-67.0% |