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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1 year Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 | Advisory (Participants) | $24,457 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $6,733 |
NATIONWIDE1 year Service code 15 · EIN 31-1592130 | Recordkeeping | $5,888 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $3,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,838 | $43,730+105.4% | $121,220-25.9% | $64,173+40.0% |
| Participation rate | 29.4% | 58.3%-28.9pp | 71.8%-42.3pp | 69.6%-40.2pp |
| Annual return | -0.59% | 68.94%-69.5pp | 16.94%-17.5pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,097 | $1,297-15.4% | $4,023-72.7% | $2,381-53.9% |
| Participant deferral / active EE | $1,908 | $2,281-16.4% | $3,345-43.0% | $3,470-45.0% |
| Admin fee / account holder | $1,016 | $3,502-71.0% | $5,021-79.8% | $4,887-79.2% |