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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC5+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $76,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,412 |
Employer 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 | $62,808 | $85,135-26.2% | $98,920-36.5% | $73,412-14.4% |
| Participation rate | 95.2% | 81.1%+14.0pp | 76.0%+19.1pp | 72.2%+23.0pp |
| Annual return | 12.25% | 19.14%-6.9pp | 196.47%-184.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,932 | $4,349+13.4% | $4,245+16.2% | $3,806+29.6% |
| Admin fee / account holder | $321 | $139+130.8% | $6,643-95.2% | $158+103.5% |