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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC6+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $51,159 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,206 |
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 | $60,383 | $66,813-9.6% | $100,530-39.9% | $73,493-17.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 15.78% | 25.70%-9.9pp | 30.89%-15.1pp | 28.51%-12.7pp |
| Employer contribution / active EE | $5,551 | $2,147+158.6% | $3,418+62.4% | $2,270+144.5% |
| Participant deferral / active EE | $11,937 | $5,883+102.9% | $6,271+90.4% | $3,740+219.2% |
| Admin fee / account holder | $213 | $512-58.4% | $8,083-97.4% | $513-58.4% |