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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC3 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $70,642 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,360 |
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 | $48,385 | $107,415-55.0% | $135,974-64.4% | $80,157-39.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 40.70% | 91.99%-51.3pp | 68.30%-27.6pp | 40.39%+0.3pp |
| Employer contribution / active EE | $5,343 | $3,878+37.8% | $4,859+10.0% | $2,977+79.5% |
| Participant deferral / active EE | $14,461 | $8,189+76.6% | $7,760+86.3% | $5,015+188.3% |
| Admin fee / account holder | $60 | $127-52.7% | $10,767-99.4% | $145-58.6% |