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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC4+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $72,714 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,391 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,187 | $74,347-25.8% | $93,621-41.1% | $67,582-18.3% |
| Participation rate | 91.1% | 80.6%+10.5pp | 75.8%+15.3pp | 71.3%+19.9pp |
| Annual return | 20.23% | 28.07%-7.8pp | 32.76%-12.5pp | 378.57%-358.3pp |
| Employer contribution / active EE | $31 | $2,583-98.8% | $2,719-98.9% | $2,148-98.6% |
| Participant deferral / active EE | $4,127 | $4,060+1.7% | $4,070+1.4% | $3,539+16.6% |
| Admin fee / account holder | $297 | $123+142.2% | $7,890-96.2% | $142+108.8% |