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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $14,836 |
CST GROUP1 year Service code 10 · EIN 54-1019610 | Accounting | $12,000 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,121 | $77,816-67.7% | $123,552-79.7% | $64,173-60.9% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -8.54% | 12.49%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,197 | $3,014-27.1% | $4,628-52.5% | $2,381-7.7% |
| Participant deferral / active EE | $3,759 | $5,240-28.3% | $6,426-41.5% | $3,470+8.4% |
| Admin fee / account holder | $282 | $5,519-94.9% | $9,285-97.0% | $4,887-94.2% |