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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 | $79,089+22.5% | $100,392-3.5% | $74,459+30.1% |
| Participation rate | 98.4% | 79.4%+19.0pp | 81.5%+16.9pp | 67.2%+31.2pp |
| Annual return | 20.99% | 20.61%+0.4pp | 49.45%-28.5pp | 1369.70%-1348.7pp |
| Employer contribution / active EE | $8,504 | $3,015+182.0% | $3,941+115.8% | $2,626+223.9% |
| Participant deferral / active EE | $16,080 | $7,747+107.6% | $8,090+98.8% | $4,350+269.7% |
| Admin fee / account holder | $329 | $1,336-75.3% | $7,904-95.8% | $1,945-83.1% |