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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $22,107 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,881 |
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 | $30,581 | $93,617-67.3% | $135,982-77.5% | $75,177-59.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.96% | 30.89%-11.9pp | 68.32%-49.4pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,555 | $3,538-56.1% | $4,859-68.0% | $2,671-41.8% |
| Participant deferral / active EE | $2,853 | $6,406-55.5% | $7,760-63.2% | $4,126-30.9% |
| Admin fee / account holder | $157 | $6,980-97.7% | $10,767-98.5% | $5,651-97.2% |