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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $14,747 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,110 |
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 | $22,645 | $48,313-53.1% | $73,309-69.1% | $52,331-56.7% |
| Participation rate | 98.6% | 68.6%+30.1pp | 74.9%+23.7pp | 68.1%+30.5pp |
| Annual return | 10.60% | 3.85%+6.7pp | 5.67%+4.9pp | 4.54%+6.1pp |
| Employer contribution / active EE | $4,509 | $1,661+171.4% | $3,237+39.3% | $1,882+139.6% |
| Participant deferral / active EE | $9,258 | $4,189+121.0% | $4,991+85.5% | $3,022+206.3% |
| Admin fee / account holder | $81 | $404-79.9% | $5,635-98.6% | $592-86.3% |