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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $7,640 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $111 |
CHARLES SCHWAB & CO., INC.7 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 | $107,212 | $92,224+16.3% | $105,223+1.9% | $79,634+34.6% |
| Participation rate | 85.8% | 69.2%+16.6pp | 75.0%+10.7pp | 62.5%+23.3pp |
| Annual return | 18.66% | 88.65%-70.0pp | 180.65%-162.0pp | 36.46%-17.8pp |
| Employer contribution / active EE | $5,917 | $3,965+49.2% | $3,689+60.4% | $2,529+133.9% |
| Participant deferral / active EE | $6,909 | $3,834+80.2% | $5,072+36.2% | $3,835+80.2% |
| Admin fee / account holder | $267 | $1,121-76.2% | $8,859-97.0% | $1,002-73.4% |