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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,431 |
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $11,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,052 | $54,517-63.2% | $75,972-73.6% | $74,495-73.1% |
| Participation rate | 53.7% | 60.3%-6.6pp | 69.1%-15.4pp | 67.2%-13.5pp |
| Annual return | 16.63% | 31.82%-15.2pp | 359.55%-342.9pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $258 | $1,777-85.5% | $2,685-90.4% | $2,623-90.2% |
| Participant deferral / active EE | $2,410 | $3,066-21.4% | $4,255-43.4% | $4,346-44.6% |
| Admin fee / account holder | $112 | $2,229-95.0% | $6,467-98.3% | $1,942-94.2% |