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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC4+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $36,046 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,900 |
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 | $36,768 | $61,214-39.9% | $83,322-55.9% | $56,287-34.7% |
| Participation rate | 97.1% | 72.6%+24.6pp | 77.8%+19.4pp | 69.9%+27.3pp |
| Annual return | -1.38% | 0.42%-1.8pp | 10.64%-12.0pp | -9.96%+8.6pp |
| Employer contribution / active EE | $5,315 | $1,925+176.1% | $3,379+57.3% | $2,111+151.8% |
| Participant deferral / active EE | $10,563 | $5,091+107.5% | $5,565+89.8% | $3,350+215.3% |
| Admin fee / account holder | $144 | $512-71.8% | $7,540-98.1% | $521-72.3% |