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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC7+ years Filed as: BRIGHTON JONES Service code 16 · EIN 91-2007475 | Consulting | $76,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,126 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,248 | $81,948-19.2% | $90,766-27.0% | $64,824+2.2% |
| Participation rate | 95.6% | 80.5%+15.2pp | 75.7%+19.9pp | 71.5%+24.1pp |
| Annual return | 20.25% | -12.53%+32.8pp | -12.16%+32.4pp | 32.84%-12.6pp |
| Employer contribution / active EE | $647 | $3,067-78.9% | $2,922-77.9% | $2,507-74.2% |
| Participant deferral / active EE | $5,754 | $4,844+18.8% | $4,565+26.0% | $4,311+33.5% |
| Admin fee / account holder | $265 | $157+68.5% | $8,446-96.9% | $188+40.9% |