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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 | $82,979+11.2% | $102,383-9.8% | $77,714+18.8% |
| Participation rate | 81.3% | 71.5%+9.8pp | 74.5%+6.8pp | 70.6%+10.7pp |
| Annual return | 29.47% | 19.11%+10.4pp | 24.94%+4.5pp | 31.26%-1.8pp |
| Employer contribution / active EE | $5,442 | $3,554+53.1% | $3,870+40.6% | $2,727+99.6% |
| Participant deferral / active EE | $6,094 | $4,109+48.3% | $5,060+20.4% | $4,649+31.1% |
| Admin fee / account holder | $143 | $639-77.6% | $8,391-98.3% | $433-67.0% |