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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $14,469 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,128 | $57,305-68.4% | $86,640-79.1% | $75,173-75.9% |
| Participation rate | 93.8% | 63.2%+30.5pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 15.19% | 2674.24%-2659.0pp | 592.52%-577.3pp | 160.72%-145.5pp |
| Employer contribution / active EE | -$186 | $2,316-108.0% | $3,024-106.1% | $2,671-107.0% |
| Participant deferral / active EE | $1,359 | $3,320-59.1% | $4,438-69.4% | $4,126-67.1% |
| Admin fee / account holder | $126 | $4,116-96.9% | $5,616-97.8% | $5,651-97.8% |