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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $25,287 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,821 | $82,678-67.6% | $125,391-78.6% | $68,490-60.8% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,062 | $3,382-39.0% | $4,816-57.2% | $2,597-20.6% |
| Participant deferral / active EE | $2,431 | $6,111-60.2% | $7,448-67.4% | $4,028-39.7% |
| Admin fee / account holder | $188 | $6,277-97.0% | $10,009-98.1% | $5,403-96.5% |