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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC4 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $59,078 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $37,251 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $19,755 |
PENSION ASSURANCE LLP4 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $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 | $124,389 | $100,801+23.4% | $149,745-16.9% | $73,412+69.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 21.24% | 265.34%-244.1pp | 276.72%-255.5pp | 59.30%-38.1pp |
| Employer contribution / active EE | $7,447 | $3,312+124.9% | $4,646+60.3% | $2,234+233.4% |
| Participant deferral / active EE | $8,107 | $6,404+26.6% | $6,843+18.5% | $3,806+113.0% |
| Admin fee / account holder | $278 | $181+54.0% | $9,312-97.0% | $158+76.3% |