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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC5 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $83,053 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $69,037 |
GEFFEN MESHER2 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $19,755 |
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $15,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,458 | $104,336+40.4% | $159,487-8.2% | $86,821+68.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 18.28% | 26.32%-8.0pp | 263.71%-245.4pp | 97.94%-79.7pp |
| Employer contribution / active EE | $5,683 | $3,451+64.7% | $4,831+17.6% | $2,406+136.2% |
| Participant deferral / active EE | $8,683 | $6,837+27.0% | $7,354+18.1% | $4,132+110.2% |
| Admin fee / account holder | $441 | $172+156.1% | $10,804-95.9% | $170+160.1% |