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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1+ years Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 2030 1ST AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $8,298 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,175 | $32,425-62.5% | $74,577-83.7% | $55,167-77.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 33.17% | 10.63%+22.5pp | 20.47%+12.7pp | 169.23%-136.1pp |
| Employer contribution / active EE | $3,075 | $1,043+194.7% | $2,525+21.8% | $1,963+56.7% |
| Participant deferral / active EE | $2,903 | $1,995+45.5% | $3,458-16.1% | $3,054-4.9% |
| Admin fee / account holder | $114 | $748-84.8% | $4,138-97.2% | $504-77.4% |