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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $29,039 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,631 |
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 | $36,888 | $59,535-38.0% | $90,161-59.1% | $62,293-40.8% |
| Participation rate | 97.8% | 73.0%+24.7pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 21.12% | 23.53%-2.4pp | 34.89%-13.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $4,994 | $1,826+173.6% | $3,318+50.5% | $2,042+144.5% |
| Participant deferral / active EE | $9,589 | $4,639+106.7% | $5,287+81.4% | $3,169+202.6% |
| Admin fee / account holder | $141 | $337-58.1% | $5,943-97.6% | $479-70.6% |