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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1 year Filed as: BRIGHTON JONES, LLC Service code 27 2030 1ST AVE 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $7,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,675 | $73,955-39.6% | $96,520-53.7% | $75,181-40.6% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.3pp | 67.2%+14.4pp |
| Annual return | 17.22% | 26.72%-9.5pp | 35.72%-18.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,837 | $3,659+32.2% | $4,879-0.8% | $4,126+17.2% |
| Admin fee / account holder | $105 | $5,217-98.0% | $6,733-98.4% | $5,650-98.1% |