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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1 year Service code 27 · EIN 91-2007475 | Advisory (Plan) | $6,999 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,537 | $96,458-2.0% | $136,298-30.6% | $77,958+21.3% |
| Participation rate | 0.7% | 75.4%-74.7pp | 81.9%-81.2pp | 71.6%-70.9pp |
| Annual return | 14.31% | 23.78%-9.5pp | 5156.27%-5142.0pp | 20.87%-6.6pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $41 | $5,902-99.3% | $6,247-99.3% | $3,537-98.8% |
| Admin fee / account holder | $972 | $80+1108.3% | $9,244-89.5% | $97+898.2% |