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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC4 years Service code 26 · EIN 91-2007475 | Advisory (Participants) | $155,917 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $41,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,293 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,429 | $122,219-43.2% | $147,096-52.8% | $199,921-65.3% |
| Participation rate | 96.6% | 78.3%+18.3pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 32.54% | 30.59%+1.9pp | 419.75%-387.2pp | 34.28%-1.7pp |
| Employer contribution / active EE | $5,614 | $4,096+37.0% | $4,936+13.7% | $3,035+84.9% |
| Participant deferral / active EE | $15,915 | $8,503+87.2% | $8,071+97.2% | $5,089+212.8% |
| Admin fee / account holder | $140 | $179-21.9% | $13,005-98.9% | $269-48.0% |