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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 | $88,183+21.6% | $107,1870% | $71,012+51.0% |
| Participation rate | 85.8% | 67.5%+18.3pp | 75.0%+10.7pp | 58.6%+27.2pp |
| Annual return | 18.66% | 16.47%+2.2pp | 204.55%-185.9pp | 37.67%-19.0pp |
| Employer contribution / active EE | $5,917 | $3,914+51.2% | $3,782+56.4% | $2,348+152.0% |
| Participant deferral / active EE | $6,909 | $3,079+124.4% | $5,096+35.6% | $3,246+112.9% |
| Admin fee / account holder | $267 | $1,430-81.4% | $9,162-97.1% | $1,167-77.2% |