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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $13,839 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,423 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,273 | $58,258-72.1% | $81,820-80.1% | $80,925-79.9% |
| Participation rate | 95.2% | 63.5%+31.8pp | 72.4%+22.9pp | 67.7%+27.6pp |
| Annual return | 11.92% | 41.76%-29.8pp | 777.93%-766.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,503 | $2,345-35.9% | $2,915-48.4% | $2,756-45.5% |
| Participant deferral / active EE | $2,075 | $3,284-36.8% | $4,323-52.0% | $4,299-51.7% |
| Admin fee / account holder | $104 | $4,976-97.9% | $7,391-98.6% | $6,940-98.5% |