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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $24,726 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,590 |
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 | $30,352 | $51,244-40.8% | $80,977-62.5% | $55,167-45.0% |
| Participation rate | 98.4% | 71.7%+26.7pp | 75.8%+22.6pp | 69.0%+29.4pp |
| Annual return | 15.86% | 17.39%-1.5pp | 17.11%-1.3pp | 169.23%-153.4pp |
| Employer contribution / active EE | $4,868 | $1,770+175.0% | $3,715+31.1% | $1,963+148.0% |
| Participant deferral / active EE | $9,901 | $4,418+124.1% | $5,696+73.8% | $3,054+224.2% |
| Admin fee / account holder | $133 | $398-66.5% | $5,517-97.6% | $504-73.6% |