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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC4 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $22,045 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,940 | $73,638-25.4% | $108,405-49.3% | $79,391-30.8% |
| Participation rate | 56.6% | 77.4%-20.8pp | 80.1%-23.6pp | 70.7%-14.2pp |
| Annual return | 18.14% | 33.27%-15.1pp | 905.55%-887.4pp | 116.88%-98.7pp |
| Employer contribution / active EE | $1,436 | $2,397-40.1% | $3,559-59.7% | $2,428-40.9% |
| Participant deferral / active EE | $4,876 | $6,218-21.6% | $6,563-25.7% | $4,046+20.5% |
| Admin fee / account holder | $274 | $638-57.0% | $7,297-96.2% | $627-56.2% |