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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHAREBUILDER ADVIORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $9,525 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,000 |
PAI1 year Service code 64 1300 ENTERPRISE DR · DE PERE, WI 54115 | Recordkeeping Fees | $3,704 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,230 | $51,207-70.3% | $70,565-78.4% | $71,529-78.7% |
| Participation rate | 50.0% | 59.4%-9.4pp | 68.4%-18.4pp | 67.9%-17.9pp |
| Annual return | 33.23% | 42.71%-9.5pp | 32.79%+0.4pp | 28.97%+4.3pp |
| Employer contribution / active EE | $255 | $1,795-85.8% | $2,976-91.4% | $2,590-90.2% |
| Participant deferral / active EE | $2,260 | $3,033-25.5% | $4,568-50.5% | $4,291-47.3% |
| Admin fee / account holder | $102 | $2,002-94.9% | $6,430-98.4% | $1,588-93.6% |