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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,306 |
BRIGHTON JONES LLC5 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $44,749 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $2,637 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,357 | $107,415-60.6% | $135,942-68.8% | $80,149-47.2% |
| Participation rate | 8.5% | 78.0%-69.5pp | 81.9%-73.4pp | 72.9%-64.4pp |
| Annual return | 20.57% | 91.99%-71.4pp | 68.28%-47.7pp | 40.39%-19.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $486 | $8,189-94.1% | $7,759-93.7% | $5,015-90.3% |
| Admin fee / account holder | $306 | $127+140.7% | $10,764-97.2% | $145+110.9% |