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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC5+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $44,320 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,686 |
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 | $46,983 | $58,655-19.9% | $91,994-48.9% | $65,185-27.9% |
| Participation rate | 98.0% | 75.3%+22.7pp | 78.6%+19.4pp | 70.2%+27.8pp |
| Annual return | 26.86% | 33.92%-7.1pp | 69.03%-42.2pp | 29.38%-2.5pp |
| Employer contribution / active EE | $5,462 | $2,080+162.5% | $3,452+58.2% | $2,177+150.9% |
| Participant deferral / active EE | $11,274 | $5,474+105.9% | $5,923+90.3% | $3,514+220.8% |
| Admin fee / account holder | $172 | $434-60.3% | $7,743-97.8% | $847-79.7% |