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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $25,401 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,555 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,441 | $102,382-54.6% | $147,005-68.4% | $80,874-42.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 14.90% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,478 | $3,715-6.4% | $4,934-29.5% | $2,756+26.2% |
| Participant deferral / active EE | $3,273 | $6,646-50.8% | $8,070-59.4% | $4,297-23.8% |
| Admin fee / account holder | $247 | $7,942-96.9% | $13,006-98.1% | $6,935-96.4% |