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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $56,427 |
BRIGHTON JONES LLC1 year Service code 64 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Recordkeeping Fees | $13,088 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $11,667 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DRIVE, SUITE 340 · EUGENE, OR 97401 | Contract Administrator | $0 |
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 | $100,039 | $80,753+23.9% | $136,298-26.6% | $62,293+60.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.25% | 35.83%-12.6pp | 5156.27%-5133.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $4,598 | $2,884+59.4% | $4,696-2.1% | $2,042+125.1% |
| Participant deferral / active EE | $6,299 | $5,164+22.0% | $6,247+0.8% | $3,169+98.8% |
| Admin fee / account holder | $273 | $525-48.0% | $9,244-97.0% | $479-43.0% |