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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,239 |
BRIGHTON JONES LLC4 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $44,720 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054427 | Consulting | $3,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $36,993 | $95,388-61.2% | $125,381-70.5% | $77,906-52.5% |
| Participation rate | 13.6% | 78.6%-65.0pp | 82.4%-68.8pp | 73.7%-60.1pp |
| Annual return | -10.97% | 116.19%-127.2pp | 572.31%-583.3pp | 12.16%-23.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $704 | $7,711-90.9% | $7,448-90.6% | $4,805-85.4% |
| Admin fee / account holder | $332 | $119+179.3% | $10,007-96.7% | $133+150.4% |