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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC8+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $70,575 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,206 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,375 | $58,320-5.0% | $86,439-35.9% | $66,930-17.3% |
| Participation rate | 98.9% | 78.6%+20.3pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | -16.21% | -9.71%-6.5pp | 4395.55%-4411.8pp | 1.57%-17.8pp |
| Employer contribution / active EE | $5,474 | $2,615+109.3% | $3,769+45.2% | $2,545+115.1% |
| Participant deferral / active EE | $11,307 | $6,899+63.9% | $6,952+62.6% | $4,238+166.8% |
| Admin fee / account holder | $247 | $546-54.7% | $6,732-96.3% | $593-58.3% |