Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $11,026 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,453 | $58,655-49.8% | $91,994-68.0% | $65,186-54.8% |
| Participation rate | 69.4% | 75.3%-5.9pp | 78.6%-9.3pp | 70.2%-0.8pp |
| Annual return | 25.15% | 33.92%-8.8pp | 69.04%-43.9pp | 29.39%-4.2pp |
| Employer contribution / active EE | $1,467 | $2,080-29.5% | $3,453-57.5% | $2,177-32.6% |
| Participant deferral / active EE | $4,918 | $5,474-10.2% | $5,924-17.0% | $3,514+40.0% |
| Admin fee / account holder | $141 | $434-67.5% | $7,744-98.2% | $847-83.4% |