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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 | $102,429-54.7% | $147,096-68.4% | $80,925-42.6% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 14.90% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,478 | $3,716-6.4% | $4,936-29.5% | $2,756+26.2% |
| Participant deferral / active EE | $3,273 | $6,649-50.8% | $8,071-59.4% | $4,299-23.9% |
| Admin fee / account holder | $247 | $7,957-96.9% | $13,005-98.1% | $6,940-96.4% |