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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $7,785 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,845 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,660 | $77,813-15.6% | $123,544-46.9% | $64,186+2.3% |
| Participation rate | 19.5% | 74.7%-55.2pp | 82.3%-62.8pp | 69.6%-50.1pp |
| Annual return | -2.48% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,104 | $5,240-78.9% | $6,426-82.8% | $3,470-68.2% |
| Admin fee / account holder | $727 | $5,519-86.8% | $9,284-92.2% | $4,888-85.1% |