Filed January 14, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $27,246 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,767 | $44,221-25.9% | $121,220-73.0% | $56,287-41.8% |
| Participation rate | 54.6% | 61.1%-6.5pp | 71.8%-17.2pp | 69.9%-15.2pp |
| Annual return | -5.48% | -3.58%-1.9pp | 16.94%-22.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,318 | $1,480-11.0% | $4,023-67.2% | $2,111-37.6% |
| Participant deferral / active EE | $3,189 | $2,521+26.5% | $3,345-4.7% | $3,350-4.8% |
| Admin fee / account holder | $309 | $480-35.7% | $5,021-93.8% | $521-40.7% |