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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 | $88,186-70.5% | $165,071-84.3% | $74,459-65.1% |
| Participation rate | 96.0% | 73.1%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 14.86% | 17.13%-2.3pp | 70.17%-55.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,968 | $2,600-24.3% | $4,347-54.7% | $2,626-25.0% |
| Participant deferral / active EE | $5,142 | $4,505+14.2% | $6,035-14.8% | $4,350+18.2% |
| Admin fee / account holder | $117 | $2,234-94.8% | $12,695-99.1% | $1,945-94.0% |