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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2+ years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $56,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,057 | $86,938+84.1% | $102,423+56.3% | $80,925+97.8% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.7%+26.2pp |
| Annual return | 13.69% | 18.89%-5.2pp | 29.42%-15.7pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,830 | $2,369+19.4% | $3,023-6.4% | $2,756+2.7% |
| Participant deferral / active EE | $9,422 | $4,120+128.7% | $5,054+86.4% | $4,299+119.2% |
| Admin fee / account holder | $538 | $8,053-93.3% | $9,455-94.3% | $6,940-92.2% |