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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $21,039 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,122 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,993 | $88,117-70.5% | $164,928-84.2% | $74,400-65.1% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.3pp | 67.2%+28.8pp |
| Annual return | 14.86% | 17.27%-2.4pp | 70.08%-55.2pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $1,968 | $2,596-24.2% | $4,343-54.7% | $2,624-25.0% |
| Participant deferral / active EE | $5,142 | $4,501+14.2% | $6,034-14.8% | $4,348+18.3% |
| Admin fee / account holder | $117 | $2,230-94.7% | $12,684-99.1% | $1,944-94.0% |