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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $4,086 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,255 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,661 | $96,458-97.2% | $136,298-98.0% | $77,958-96.6% |
| Participation rate | 4.3% | 75.4%-71.1pp | 81.9%-77.7pp | 71.6%-67.4pp |
| Annual return | 34.98% | 23.78%+11.2pp | 5156.27%-5121.3pp | 20.87%+14.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $70 | $5,902-98.8% | $6,247-98.9% | $3,537-98.0% |
| Admin fee / account holder | $18 | $80-77.4% | $9,244-99.8% | $97-81.3% |