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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC6+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $90,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,675 |
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 | $66,960 | $93,131-28.1% | $106,555-37.2% | $86,821-22.9% |
| Participation rate | 95.5% | 81.4%+14.1pp | 76.1%+19.4pp | 72.3%+23.2pp |
| Annual return | 13.83% | 19.45%-5.6pp | 26.80%-13.0pp | 97.94%-84.1pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,149 | $4,708+9.4% | $4,399+17.1% | $4,132+24.6% |
| Admin fee / account holder | $363 | $145+150.1% | $7,408-95.1% | $170+114.0% |