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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1 year Service code 27 · EIN 91-2007475 | Advisory (Plan) | $53,657 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,590 |
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 | $38,706 | $104,336-62.9% | $159,455-75.7% | $86,813-55.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 43.28% | 26.32%+17.0pp | 263.63%-220.3pp | 97.93%-54.6pp |
| Employer contribution / active EE | $4,228 | $3,451+22.5% | $4,830-12.5% | $2,406+75.7% |
| Participant deferral / active EE | $11,086 | $6,837+62.2% | $7,353+50.8% | $4,131+168.3% |
| Admin fee / account holder | $124 | $172-27.9% | $10,800-98.9% | $170-26.8% |