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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC10+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $98,955 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,894 | $78,976+22.7% | $100,383-3.5% | $74,546+30.0% |
| Participation rate | 98.4% | 79.5%+18.9pp | 81.5%+16.9pp | 67.2%+31.2pp |
| Annual return | 20.99% | 20.62%+0.4pp | 49.26%-28.3pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $8,504 | $3,019+181.7% | $3,944+115.6% | $2,624+224.0% |
| Participant deferral / active EE | $16,080 | $7,758+107.3% | $8,086+98.9% | $4,347+269.9% |
| Admin fee / account holder | $329 | $1,330-75.2% | $7,900-95.8% | $1,944-83.1% |