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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC5 years Service code 27 2030 1ST AVE 3RD FL · SEATTLE, WA 98121 | Advisory (Plan) | $59,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,871 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,131 | $80,763+46.3% | $102,412+15.3% | $74,459+58.7% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.3pp | 67.2%+26.6pp |
| Annual return | 10.42% | 27.57%-17.2pp | 24.94%-14.5pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | -$40 | $3,160-101.3% | $3,870-101.0% | $2,626-101.5% |
| Participant deferral / active EE | $11,407 | $3,862+195.4% | $5,060+125.4% | $4,350+162.2% |
| Admin fee / account holder | $726 | $2,371-69.4% | $8,388-91.3% | $1,945-62.7% |