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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $74,112 |
BRIGHTON JONES LLC2 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $44,987 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,511 | $75,388+13.4% | $123,553-30.8% | $55,725+53.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.89% | 4.48%-10.4pp | 119.21%-125.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,735 | $3,063+54.6% | $4,628+2.3% | $2,078+127.8% |
| Participant deferral / active EE | $6,546 | $5,651+15.8% | $6,426+1.9% | $3,356+95.1% |
| Admin fee / account holder | $336 | $120+180.9% | $9,284-96.4% | $115+192.1% |