Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $122,128-43.2% | $147,117-52.8% | $200,096-65.3% |
| Participation rate | 96.6% | 78.2%+18.4pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 32.54% | 30.58%+2.0pp | 420.54%-388.0pp | 34.26%-1.7pp |
| Employer contribution / active EE | $5,614 | $4,093+37.2% | $4,932+13.8% | $3,038+84.8% |
| Participant deferral / active EE | $15,915 | $8,484+87.6% | $8,065+97.3% | $5,090+212.7% |
| Admin fee / account holder | $140 | $180-22.1% | $12,993-98.9% | $269-48.1% |