Filed January 14, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC3 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $31,470 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,737 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,131 | $46,722-37.7% | $130,660-77.7% | $65,185-55.3% |
| Participation rate | 71.0% | 60.9%+10.1pp | 71.7%-0.7pp | 70.2%+0.8pp |
| Annual return | 22.83% | 24.17%-1.3pp | 1709.29%-1686.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,465 | $1,488-1.5% | $4,092-64.2% | $2,177-32.7% |
| Participant deferral / active EE | $3,519 | $2,545+38.3% | $3,603-2.3% | $3,514+0.1% |
| Admin fee / account holder | $242 | $453-46.6% | $5,463-95.6% | $847-71.5% |